Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-568
Closed -$23.3K 3207
2023
Q1
$23.3K Buy
568
+41
+8% +$1.68K ﹤0.01% 2225
2022
Q4
$20.4K Buy
+527
New +$20.4K ﹤0.01% 2169
2022
Q3
Sell
-2,482
Closed -$114K 1236
2022
Q2
$114K Sell
2,482
-98
-4% -$4.5K 0.01% 1062
2022
Q1
$148K Buy
+2,580
New +$148K 0.01% 1047