Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,169
Closed -$82.3K 240
2023
Q1
$82.3K Buy
2,169
+2
+0.1% +$76 0.07% 54
2022
Q4
$75.7K Sell
2,167
-368
-15% -$12.9K 0.07% 51
2022
Q3
$72K Buy
2,535
+743
+41% +$21.1K 0.07% 57
2022
Q2
$51K Buy
1,792
+370
+26% +$10.5K 0.05% 69
2022
Q1
$42K Buy
1,422
+14
+1% +$414 0.05% 58
2021
Q4
$37K Buy
+1,408
New +$37K 0.04% 57