Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-239
Closed -$10.5K 182
2022
Q4
$10.5K Buy
239
+14
+6% +$615 0.01% 488
2022
Q3
$9K Hold
225
0.01% 501
2022
Q2
$11K Sell
225
-39
-15% -$1.91K 0.01% 474
2022
Q1
$15K Buy
+264
New +$15K 0.01% 465