Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-587
Closed -$4.24K 380
2023
Q1
$4.24K Sell
587
-2,139
-78% -$15.5K ﹤0.01% 1248
2022
Q4
$24.7K Buy
2,726
+739
+37% +$6.7K ﹤0.01% 797
2022
Q3
$15K Buy
+1,987
New +$15K ﹤0.01% 889
2022
Q2
Sell
-112
Closed -$1K 1365
2022
Q1
$1K Sell
112
-228
-67% -$2.04K ﹤0.01% 1245
2021
Q4
$3K Buy
+340
New +$3K ﹤0.01% 1078
2020
Q4
Sell
-65
Closed -$1K 1177
2020
Q3
$1K Buy
+65
New +$1K ﹤0.01% 956