Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-604
Closed -$2K 624
2023
Q1
$2K Buy
604
+346
+134% +$1.15K ﹤0.01% 532
2022
Q4
$1K Buy
258
+118
+84% +$457 ﹤0.01% 575
2022
Q3
$1K Hold
140
﹤0.01% 565
2022
Q2
$2K Hold
140
﹤0.01% 525
2022
Q1
$2K Hold
140
﹤0.01% 567
2021
Q4
$2K Buy
+140
New +$2K ﹤0.01% 600
2021
Q3
Sell
-140
Closed -$2K 394
2021
Q2
$2K Hold
140
﹤0.01% 575
2021
Q1
$2K Buy
+140
New +$2K ﹤0.01% 583