Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,400
Closed -$129K 342
2023
Q1
$129K Buy
4,400
+1,271
+41% +$37.3K 0.01% 210
2022
Q4
$84.1K Buy
+3,129
New +$84.1K 0.01% 370
2022
Q3
Hold
0
553
2022
Q2
Hold
0
569
2022
Q1
Hold
0
471
2021
Q4
Hold
0
556