Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-501
Closed -$31.8K 208
2023
Q1
$31.8K Buy
501
+8
+2% +$507 0.03% 97
2022
Q4
$30.6K Sell
493
-15
-3% -$931 0.03% 85
2022
Q3
$25K Buy
508
+51
+11% +$2.51K 0.02% 92
2022
Q2
$26K Buy
+457
New +$26K 0.02% 93