Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7
Closed -$1K 804
2022
Q4
$1K Buy
+7
New +$1K ﹤0.01% 781
2022
Q3
Sell
-191
Closed -$18K 890
2022
Q2
$18K Sell
191
-469
-71% -$44.2K ﹤0.01% 621
2022
Q1
$82K Buy
660
+102
+18% +$12.7K ﹤0.01% 462
2021
Q4
$87K Buy
+558
New +$87K ﹤0.01% 439