Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-468
Closed -$68.2K 724
2023
Q1
$68.2K Buy
468
+43
+10% +$6.27K ﹤0.01% 566
2022
Q4
$61K Buy
425
+43
+11% +$6.17K ﹤0.01% 617
2022
Q3
$55K Buy
+382
New +$55K ﹤0.01% 646
2021
Q4
Sell
-200
Closed -$40K 848
2021
Q3
$40K Buy
+200
New +$40K ﹤0.01% 704