Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-117
Closed -$7.7K 243
2023
Q1
$7.7K Buy
+117
New +$7.7K ﹤0.01% 243
2022
Q1
Sell
-446
Closed -$102K 255
2021
Q4
$102K Hold
446
0.04% 176
2021
Q3
$140K Buy
+446
New +$140K 0.06% 161