Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-145
Closed -$9.9K 241
2023
Q1
$9.9K Buy
+145
New +$9.9K ﹤0.01% 287
2022
Q1
Sell
-68
Closed -$4K 549
2021
Q4
$4K Sell
68
-227
-77% -$13.4K ﹤0.01% 443
2021
Q3
$18K Hold
295
﹤0.01% 389
2021
Q2
$18K Buy
+295
New +$18K ﹤0.01% 420