Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-125
Closed -$15K 319
2022
Q4
$15K Hold
125
0.01% 433
2022
Q3
$13K Sell
125
-115
-48% -$12K 0.01% 450
2022
Q2
$18K Hold
240
0.01% 410
2022
Q1
$30K Buy
240
+15
+7% +$1.88K 0.02% 363
2021
Q4
$49K Buy
+225
New +$49K 0.03% 307