Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-217
Closed -$58K 2374
2022
Q4
$58K Buy
217
+74
+52% +$19.8K ﹤0.01% 1192
2022
Q3
$35K Sell
143
-21
-13% -$5.14K ﹤0.01% 793
2022
Q2
$36K Sell
164
-93
-36% -$20.4K ﹤0.01% 763
2022
Q1
$84K Buy
+257
New +$84K ﹤0.01% 1049