Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,024
Closed -$78.2K 499
2022
Q4
$78.2K Buy
+8,024
New +$78.2K ﹤0.01% 154
2022
Q1
Hold
0
307
2021
Q4
Hold
0
290
2021
Q3
Sell
-9,870
Closed -$436K 296
2021
Q2
$436K Buy
+9,870
New +$436K 0.03% 50