Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-489
Closed -$10.2K 1537
2023
Q1
$10.2K Sell
489
-393
-45% -$8.19K ﹤0.01% 1021
2022
Q4
$20K Buy
882
+577
+189% +$13.1K ﹤0.01% 850
2022
Q3
$6K Buy
305
+82
+37% +$1.61K ﹤0.01% 1152
2022
Q2
$9K Sell
223
-430
-66% -$17.4K ﹤0.01% 915
2022
Q1
$31K Buy
653
+437
+202% +$20.7K ﹤0.01% 638
2021
Q4
$11K Hold
216
﹤0.01% 844
2021
Q3
$12K Buy
216
+183
+555% +$10.2K ﹤0.01% 794
2021
Q2
$2K Hold
33
﹤0.01% 1074
2021
Q1
$2K Hold
33
﹤0.01% 1093
2020
Q4
$2K Buy
+33
New +$2K ﹤0.01% 1001