Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,475
Closed -$41.2K 1737
2023
Q1
$41.2K Buy
3,475
+4
+0.1% +$47 ﹤0.01% 1598
2022
Q4
$35.2K Buy
3,471
+263
+8% +$2.66K ﹤0.01% 1554
2022
Q3
$65K Buy
3,208
+445
+16% +$9.02K ﹤0.01% 1231
2022
Q2
$69K Buy
+2,763
New +$69K ﹤0.01% 1316
2021
Q4
Sell
-588
Closed -$115K 1505
2021
Q3
$115K Buy
+588
New +$115K ﹤0.01% 1347