Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-183
Closed -$11.8K 70
2023
Q1
$11.8K Sell
183
-5
-3% -$323 0.01% 197
2022
Q4
$13.5K Buy
188
+24
+15% +$1.73K 0.01% 167
2022
Q3
$9K Buy
164
+40
+32% +$2.2K 0.01% 205
2022
Q2
$7K Buy
124
+65
+110% +$3.67K 0.01% 226
2022
Q1
$4K Buy
59
+14
+31% +$949 ﹤0.01% 188
2021
Q4
$3K Buy
+45
New +$3K ﹤0.01% 193