Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,525
Closed -$52.5K 423
2023
Q1
$52.5K Buy
1,525
+1
+0.1% +$34 0.03% 277
2022
Q4
$50K Buy
+1,524
New +$50K 0.03% 293