Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-146
Closed -$19.3K 468
2023
Q2
$19.3K Sell
146
-54
-27% -$7.12K 0.01% 374
2023
Q1
$33.1K Buy
200
+38
+23% +$6.29K 0.01% 323
2022
Q4
$24.1K Buy
+162
New +$24.1K 0.01% 317