Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-156
Closed -$4.13K 689
2023
Q1
$4.13K Buy
156
+5
+3% +$132 ﹤0.01% 536
2022
Q4
$3.45K Sell
151
-78
-34% -$1.78K ﹤0.01% 584
2022
Q3
$5K Buy
229
+20
+10% +$437 ﹤0.01% 395
2022
Q2
$5K Buy
+209
New +$5K ﹤0.01% 353