Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,203
Closed -$64.3K 368
2023
Q1
$64.3K Hold
1,203
0.01% 150
2022
Q4
$64.4K Buy
+1,203
New +$64.4K 0.01% 103
2022
Q2
Sell
-2,097
Closed -$144K 120
2022
Q1
$144K Hold
2,097
0.05% 36
2021
Q4
$166K Buy
+2,097
New +$166K 0.05% 38
2021
Q3
Sell
-2,097
Closed -$165K 105
2021
Q2
$165K Buy
+2,097
New +$165K 0.1% 29