Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-231
Closed -$15.2K 1369
2023
Q1
$15.2K Sell
231
-184
-44% -$12.1K ﹤0.01% 922
2022
Q4
$16.9K Buy
415
+107
+35% +$4.36K ﹤0.01% 904
2022
Q3
$17K Buy
308
+58
+23% +$3.2K ﹤0.01% 867
2022
Q2
$21K Buy
+250
New +$21K ﹤0.01% 746
2021
Q2
Sell
-12
Closed -$4K 1398
2021
Q1
$4K Sell
12
-6
-33% -$2K ﹤0.01% 961
2020
Q4
$6K Buy
+18
New +$6K ﹤0.01% 819