Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-876
Closed -$116K 312
2023
Q1
$116K Buy
876
+279
+47% +$36.9K 0.03% 267
2022
Q4
$84.7K Buy
597
+175
+41% +$24.8K 0.02% 305
2022
Q3
$46K Buy
+422
New +$46K 0.02% 310