Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,347
Closed -$60.5K 462
2022
Q4
$60.5K Buy
4,347
+1,438
+49% +$20K ﹤0.01% 181
2022
Q3
$27K Buy
+2,909
New +$27K ﹤0.01% 332
2020
Q3
Sell
-2,779
Closed -$63K 423
2020
Q2
$63K Buy
+2,779
New +$63K ﹤0.01% 179