Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-14,575
Closed -$11K 3130
2023
Q1
$11K Sell
14,575
-1,860
-11% -$1.4K ﹤0.01% 2801
2022
Q4
$16K Hold
16,435
﹤0.01% 2803
2022
Q3
$36K Buy
16,435
+62
+0.4% +$136 ﹤0.01% 2603
2022
Q2
$57K Sell
16,373
-3,079
-16% -$10.7K ﹤0.01% 2411
2022
Q1
$98K Sell
19,452
-1,479
-7% -$7.45K ﹤0.01% 2202
2021
Q4
$131K Sell
20,931
-43
-0.2% -$269 ﹤0.01% 2035
2021
Q3
$167K Sell
20,974
-1,061
-5% -$8.45K ﹤0.01% 2024
2021
Q2
$165K Buy
+22,035
New +$165K ﹤0.01% 2060