Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,673
Closed -$33K 2203
2023
Q2
$33K Sell
1,673
-110
-6% -$2.17K 0.03% 942
2023
Q1
$37K Sell
1,783
-1,831
-51% -$38K 0.03% 824
2022
Q4
$113K Buy
3,614
+246
+7% +$7.69K 0.09% 331
2022
Q3
$85K Buy
3,368
+2,270
+207% +$57.3K 0.07% 441
2022
Q2
$28K Buy
+1,098
New +$28K 0.02% 903