Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-13,270
Closed -$27K 1085
2023
Q2
$27K Sell
13,270
-1,217
-8% -$2.48K ﹤0.01% 1046
2023
Q1
$29K Sell
14,487
-331
-2% -$663 ﹤0.01% 1054
2022
Q4
$24K Hold
14,818
﹤0.01% 1031
2022
Q3
$41K Sell
14,818
-15
-0.1% -$42 ﹤0.01% 1013
2022
Q2
$38K Hold
14,833
﹤0.01% 1043
2022
Q1
$129K Buy
14,833
+2,166
+17% +$18.8K 0.01% 1041
2021
Q4
$130K Buy
+12,667
New +$130K 0.01% 1108