Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,280
Closed -$46.6K 326
2023
Q2
$46.6K Buy
+1,280
New +$46.6K 0.01% 299
2022
Q1
Hold
0
350
2021
Q4
Sell
-18,815
Closed -$872K 344
2021
Q3
$872K Sell
18,815
-720
-4% -$33.4K 0.11% 146
2021
Q2
$1.22M Buy
19,535
+4,220
+28% +$264K 0.16% 109
2021
Q1
$1.1M Buy
+15,315
New +$1.1M 0.25% 88