Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-90
Closed -$11K 939
2023
Q1
$11K Hold
90
﹤0.01% 1029
2022
Q4
$11.2K Sell
90
-220
-71% -$27.5K ﹤0.01% 993
2022
Q3
$33K Buy
310
+226
+269% +$24.1K 0.01% 485
2022
Q2
$9K Buy
84
+1
+1% +$107 ﹤0.01% 1068
2022
Q1
$11K Hold
83
﹤0.01% 1037
2021
Q4
$9K Buy
+83
New +$9K ﹤0.01% 1253
2020
Q1
Sell
-15
Closed -$1K 1551
2019
Q4
$1K Buy
15
+5
+50% +$333 ﹤0.01% 1330
2019
Q3
$1K Buy
+10
New +$1K ﹤0.01% 1273
2015
Q2
Sell
-277
Closed -$14K 972
2015
Q1
$14K Buy
+277
New +$14K 0.01% 400