Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-300
Closed -$12.2K 583
2022
Q4
$12.2K Hold
300
0.01% 467
2022
Q3
$17K Hold
300
0.01% 416
2022
Q2
$25K Buy
300
+50
+20% +$4.17K 0.02% 372
2022
Q1
$31K Buy
250
+150
+150% +$18.6K 0.02% 361
2021
Q4
$23K Buy
+100
New +$23K 0.01% 410