Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-937
Closed -$270K 761
2023
Q2
$270K Sell
937
-28
-3% -$8.07K 0.01% 546
2023
Q1
$308K Buy
965
+4
+0.4% +$1.28K 0.01% 501
2022
Q4
$283K Buy
961
+6
+0.6% +$1.77K 0.01% 527
2022
Q3
$219K Buy
955
+20
+2% +$4.59K 0.01% 552
2022
Q2
$204K Sell
935
-570
-38% -$124K 0.01% 609
2022
Q1
$401K Buy
+1,505
New +$401K 0.01% 450