Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-69
Closed -$2.7K 702
2023
Q2
$2.7K Buy
69
+2
+3% +$78 ﹤0.01% 483
2023
Q1
$2.31K Hold
67
﹤0.01% 555
2022
Q4
$2.05K Hold
67
﹤0.01% 564
2022
Q3
$2K Sell
67
-50
-43% -$1.49K ﹤0.01% 585
2022
Q2
$3K Buy
117
+3
+3% +$77 ﹤0.01% 529
2022
Q1
$4K Hold
114
﹤0.01% 464
2021
Q4
$4.37K Buy
+114
New +$4.37K ﹤0.01% 425