Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-92
Closed -$6.25K 2284
2023
Q1
$6.25K Hold
92
﹤0.01% 1373
2022
Q4
$5.53K Buy
92
+12
+15% +$721 ﹤0.01% 1458
2022
Q3
$5K Hold
80
﹤0.01% 1535
2022
Q2
$4K Buy
+80
New +$4K ﹤0.01% 1716
2022
Q1
Sell
-62
Closed -$4K 2488
2021
Q4
$4K Buy
62
+2
+3% +$129 ﹤0.01% 1923
2021
Q3
$5K Hold
60
﹤0.01% 1654
2021
Q2
$5K Buy
60
+25
+71% +$2.08K ﹤0.01% 1482
2021
Q1
$2K Buy
+35
New +$2K ﹤0.01% 1912