Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-686
Closed -$21.1K 620
2023
Q1
$21.1K Sell
686
-12
-2% -$368 ﹤0.01% 394
2022
Q4
$19.1K Buy
+698
New +$19.1K ﹤0.01% 393
2022
Q1
Sell
-1,345
Closed -$49K 529
2021
Q4
$49K Sell
1,345
-177
-12% -$6.45K ﹤0.01% 275
2021
Q3
$57K Buy
1,522
+522
+52% +$19.5K ﹤0.01% 248
2021
Q2
$40K Buy
+1,000
New +$40K ﹤0.01% 215