Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,643
Closed -$12.3K 880
2023
Q1
$12.3K Hold
4,643
0.01% 189
2022
Q4
$24.2K Buy
4,643
+27
+0.6% +$141 0.02% 100
2022
Q3
$34K Buy
4,616
+161
+4% +$1.19K 0.03% 82
2022
Q2
$49K Buy
4,455
+389
+10% +$4.28K 0.05% 71
2022
Q1
$46K Buy
4,066
+63
+2% +$713 0.05% 55
2021
Q4
$50K Buy
+4,003
New +$50K 0.05% 52