Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-637
Closed -$11K 571
2023
Q1
$11K Sell
637
-8
-1% -$139 0.01% 204
2022
Q4
$10.4K Buy
645
+12
+2% +$194 0.01% 215
2022
Q3
$8K Buy
633
+312
+97% +$3.94K 0.01% 234
2022
Q2
$4K Buy
321
+195
+155% +$2.43K ﹤0.01% 435
2022
Q1
$2K Buy
126
+11
+10% +$175 ﹤0.01% 407
2021
Q4
$2K Buy
+115
New +$2K ﹤0.01% 362