Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-807
Closed -$28K 2362
2023
Q2
$28K Sell
807
-1,369
-63% -$47.5K ﹤0.01% 922
2023
Q1
$66K Buy
2,176
+577
+36% +$17.5K ﹤0.01% 920
2022
Q4
$41K Buy
1,599
+1,026
+179% +$26.3K ﹤0.01% 1015
2022
Q3
$15K Sell
573
-316
-36% -$8.27K ﹤0.01% 1217
2022
Q2
$29K Buy
+889
New +$29K ﹤0.01% 848