Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-308
Closed -$15.2K 819
2023
Q1
$15.2K Buy
308
+13
+4% +$642 0.01% 161
2022
Q4
$13.2K Sell
295
-54
-15% -$2.41K 0.01% 174
2022
Q3
$15K Buy
349
+57
+20% +$2.45K 0.01% 132
2022
Q2
$14K Buy
292
+154
+112% +$7.38K 0.01% 140
2022
Q1
$8K Buy
138
+33
+31% +$1.91K 0.01% 123
2021
Q4
$5K Buy
+105
New +$5K 0.01% 139