Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-434
Closed -$28.2K 899
2023
Q2
$28.2K Hold
434
﹤0.01% 640
2023
Q1
$23.9K Sell
434
-631
-59% -$34.7K ﹤0.01% 659
2022
Q4
$56.2K Sell
1,065
-38
-3% -$2.01K 0.01% 524
2022
Q3
$47.7K Hold
1,103
0.01% 543
2022
Q2
$53.4K Buy
+1,103
New +$53.4K 0.01% 545