Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-749
Closed -$16.7K 1764
2023
Q1
$16.7K Hold
749
﹤0.01% 1134
2022
Q4
$16K Sell
749
-1,361
-65% -$29.1K ﹤0.01% 1175
2022
Q3
$46K Sell
2,110
-77
-4% -$1.68K ﹤0.01% 894
2022
Q2
$50K Sell
2,187
-507
-19% -$11.6K ﹤0.01% 924
2022
Q1
$65K Hold
2,694
﹤0.01% 886
2021
Q4
$66K Buy
+2,694
New +$66K ﹤0.01% 912