Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-24
Closed -$5.11K 172
2023
Q1
$5.11K Hold
24
﹤0.01% 444
2022
Q4
$4.58K Buy
24
+3
+14% +$573 ﹤0.01% 469
2022
Q3
$3K Buy
21
+5
+31% +$714 ﹤0.01% 567
2022
Q2
$2K Buy
16
+7
+78% +$875 ﹤0.01% 708
2022
Q1
$2K Buy
9
+3
+50% +$667 ﹤0.01% 347
2021
Q4
$1K Buy
+6
New +$1K ﹤0.01% 528