Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-45
Closed -$559 822
2023
Q2
$559 Buy
+45
New +$559 ﹤0.01% 739
2021
Q4
Sell
-600
Closed -$30K 811
2021
Q3
$30K Hold
600
﹤0.01% 352
2021
Q2
$38K Hold
600
0.01% 307
2021
Q1
$40K Hold
600
0.01% 309
2020
Q4
$41K Buy
600
+100
+20% +$6.83K 0.01% 272
2020
Q3
$25K Hold
500
﹤0.01% 283
2020
Q2
$21K Hold
500
﹤0.01% 280
2020
Q1
$8K Buy
+500
New +$8K ﹤0.01% 290