Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-941
Closed -$16.4K 743
2023
Q1
$16.4K Sell
941
-616
-40% -$10.7K 0.01% 153
2022
Q4
$28K Buy
1,557
+661
+74% +$11.9K 0.03% 90
2022
Q3
$15K Sell
896
-771
-46% -$12.9K 0.01% 131
2022
Q2
$31K Buy
+1,667
New +$31K 0.03% 86