Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-23
Closed -$1.02K 213
2023
Q2
$1.02K Hold
23
﹤0.01% 960
2023
Q1
$908 Buy
23
+1
+5% +$39 ﹤0.01% 1004
2022
Q4
$657 Sell
22
-5
-19% -$149 ﹤0.01% 1075
2022
Q3
$1K Buy
27
+3
+13% +$111 ﹤0.01% 784
2022
Q2
$1K Buy
24
+2
+9% +$83 ﹤0.01% 803
2022
Q1
$1K Buy
+22
New +$1K ﹤0.01% 861