Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-414
Closed -$39K 1123
2023
Q1
$39K Hold
414
﹤0.01% 1060
2022
Q4
$35K Sell
414
-2,465
-86% -$208K ﹤0.01% 1132
2022
Q3
$183K Hold
2,879
0.01% 956
2022
Q2
$206K Hold
2,879
0.01% 902
2022
Q1
$251K Hold
2,879
0.01% 869
2021
Q4
$266K Buy
+2,879
New +$266K 0.01% 779