Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,613
Closed -$45K 1192
2022
Q4
$45K Buy
4,613
+83
+2% +$810 ﹤0.01% 1126
2022
Q3
$85K Buy
4,530
+104
+2% +$1.95K ﹤0.01% 1103
2022
Q2
$80K Buy
4,426
+1,791
+68% +$32.4K ﹤0.01% 1068
2022
Q1
$122K Buy
2,635
+1,558
+145% +$72.1K ﹤0.01% 1048
2021
Q4
$108K Buy
+1,077
New +$108K ﹤0.01% 1013