Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-467
Closed -$30.1K 412
2023
Q1
$30.1K Buy
467
+3
+0.6% +$193 0.03% 130
2022
Q4
$33.4K Buy
464
+3
+0.7% +$216 0.04% 119
2022
Q3
$26K Buy
461
+3
+0.7% +$169 0.03% 131
2022
Q2
$25K Buy
+458
New +$25K 0.03% 137