Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-199
Closed -$12K 399
2023
Q1
$12K Sell
199
-10
-5% -$603 0.01% 192
2022
Q4
$12.3K Buy
209
+10
+5% +$588 0.01% 186
2022
Q3
$11K Buy
199
+47
+31% +$2.6K 0.01% 177
2022
Q2
$8K Buy
152
+88
+138% +$4.63K 0.01% 207
2022
Q1
$4K Sell
64
-197
-75% -$12.3K ﹤0.01% 198
2021
Q4
$12K Buy
+261
New +$12K 0.01% 86