Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,252
Closed -$14K 371
2023
Q1
$14K Sell
1,252
-18
-1% -$201 0.01% 339
2022
Q4
$11K Hold
1,270
0.01% 348
2022
Q3
$12K Buy
+1,270
New +$12K 0.01% 288
2019
Q4
Hold
0
380
2019
Q3
Hold
0
407