Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,460
Closed -$12K 3123
2023
Q1
$12K Sell
1,460
-300
-17% -$2.47K ﹤0.01% 2783
2022
Q4
$15K Sell
1,760
-4,200
-70% -$35.8K ﹤0.01% 2813
2022
Q3
$57K Sell
5,960
-360
-6% -$3.44K ﹤0.01% 2403
2022
Q2
$89K Buy
6,320
+126
+2% +$1.77K ﹤0.01% 2214
2022
Q1
$112K Buy
+6,194
New +$112K ﹤0.01% 2154