Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,499
Closed -$41K 1008
2023
Q1
$41K Sell
1,499
-93
-6% -$2.54K ﹤0.01% 832
2022
Q4
$54.5K Buy
+1,592
New +$54.5K ﹤0.01% 858
2021
Q4
Sell
-23,600
Closed -$1.94M 1221
2021
Q3
$1.94M Buy
+23,600
New +$1.94M 0.01% 735