Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-857
Closed -$13K 1030
2023
Q1
$13K Buy
857
+210
+32% +$3.18K ﹤0.01% 1011
2022
Q4
$16K Sell
647
-5
-0.8% -$124 ﹤0.01% 1019
2022
Q3
$22K Sell
652
-3
-0.5% -$101 ﹤0.01% 1039
2022
Q2
$14K Buy
+655
New +$14K ﹤0.01% 1029