Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,889
Closed -$37.1K 1950
2023
Q1
$37.1K Buy
1,889
+1
+0.1% +$20 ﹤0.01% 503
2022
Q4
$31.9K Hold
1,888
﹤0.01% 524
2022
Q3
$26K Buy
1,888
+589
+45% +$8.11K ﹤0.01% 558
2022
Q2
$23K Buy
1,299
+349
+37% +$6.18K ﹤0.01% 599
2022
Q1
$27K Hold
950
﹤0.01% 578
2021
Q4
$28K Sell
950
-369
-28% -$10.9K ﹤0.01% 568
2021
Q3
$43K Buy
1,319
+496
+60% +$16.2K 0.01% 452
2021
Q2
$29K Sell
823
-34
-4% -$1.2K ﹤0.01% 501
2021
Q1
$32K Sell
857
-143
-14% -$5.34K 0.01% 446
2020
Q4
$23K Hold
1,000
0.01% 449
2020
Q3
$15K Hold
1,000
0.01% 485
2020
Q2
$15K Buy
+1,000
New +$15K 0.01% 488