Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-355
Closed -$56.5K 1197
2023
Q1
$56.5K Buy
355
+101
+40% +$16.1K ﹤0.01% 572
2022
Q4
$34.5K Buy
254
+85
+50% +$11.5K ﹤0.01% 713
2022
Q3
$20K Buy
+169
New +$20K ﹤0.01% 817