Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$18K Hold
38
﹤0.01% 365
2023
Q1
$15K Sell
38
-11
-22% -$4.34K ﹤0.01% 363
2022
Q4
$18K Sell
49
-177
-78% -$65K ﹤0.01% 356
2022
Q3
$68K Buy
226
+62
+38% +$18.7K 0.01% 261
2022
Q2
$52K Buy
+164
New +$52K ﹤0.01% 266
2014
Q4
Sell
-19
Closed -$1K 317
2014
Q3
$1K Buy
+19
New +$1K ﹤0.01% 296