Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-877
Closed -$55.6K 509
2023
Q1
$55.6K Sell
877
-2,304
-72% -$146K ﹤0.01% 339
2022
Q4
$198K Sell
3,181
-479
-13% -$29.8K 0.01% 204
2022
Q3
$183K Buy
+3,660
New +$183K 0.01% 237
2022
Q2
Sell
-2,171
Closed -$150K 475
2022
Q1
$150K Buy
+2,171
New +$150K ﹤0.01% 227
2019
Q3
Hold
0
330
2019
Q2
Hold
0
624