Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-445
Closed -$108K 2743
2023
Q1
$108K Sell
445
-7
-2% -$1.71K 0.01% 1256
2022
Q4
$121K Buy
+452
New +$121K 0.01% 1139
2021
Q4
Sell
-188
Closed -$126K 1244
2021
Q3
$126K Buy
188
+3
+2% +$2.01K 0.01% 1057
2021
Q2
$126K Buy
+185
New +$126K 0.01% 1026