Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-93
Closed -$5.4K 828
2023
Q1
$5.4K Buy
93
+14
+18% +$812 ﹤0.01% 422
2022
Q4
$4.61K Sell
79
-20
-20% -$1.17K ﹤0.01% 467
2022
Q3
$5K Hold
99
﹤0.01% 401
2022
Q2
$6K Buy
99
+55
+125% +$3.33K 0.01% 296
2022
Q1
$3K Buy
44
+11
+33% +$750 ﹤0.01% 290
2021
Q4
$2K Buy
+33
New +$2K ﹤0.01% 392