Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-50
Closed -$484 770
2022
Q4
$484 Hold
50
﹤0.01% 648
2022
Q3
$1K Sell
50
-24
-32% -$480 ﹤0.01% 732
2022
Q2
$1K Hold
74
﹤0.01% 752
2022
Q1
$3K Sell
74
-1,225
-94% -$49.7K ﹤0.01% 679
2021
Q4
$131K Buy
1,299
+24
+2% +$2.42K 0.08% 174
2021
Q3
$152K Hold
1,275
0.11% 153
2021
Q2
$86K Hold
1,275
0.06% 212
2021
Q1
$90K Buy
+1,275
New +$90K 0.07% 200