Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Hold
0
557
2023
Q1
Sell
-1,221
Closed -$30.9K 535
2022
Q4
$30.9K Buy
1,221
+11
+0.9% +$278 0.02% 294
2022
Q3
$25.5K Hold
1,210
0.01% 303
2022
Q2
$22.7K Buy
1,210
+10
+0.8% +$188 0.01% 315
2022
Q1
$43.5K Hold
1,200
0.02% 274
2021
Q4
$36.8K Buy
+1,200
New +$36.8K 0.02% 295