Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
-$2 3513
2022
Q4
Sell
-2,232
Closed -$73K 3876
2022
Q3
$73K Buy
2,232
+6
+0.3% +$196 ﹤0.01% 3477
2022
Q2
$127K Buy
2,226
+101
+5% +$5.76K ﹤0.01% 3460
2022
Q1
$349K Buy
2,125
+142
+7% +$23.3K ﹤0.01% 3140
2021
Q4
$287K Buy
+1,983
New +$287K ﹤0.01% 3312