Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-430
Closed -$46.4K 637
2023
Q2
$46.4K Sell
430
-76
-15% -$8.2K ﹤0.01% 507
2023
Q1
$63K Buy
+506
New +$63K ﹤0.01% 569
2022
Q1
Sell
-2,052
Closed -$529K 534
2021
Q4
$529K Buy
+2,052
New +$529K ﹤0.01% 593