Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-622
Closed -$54.7K 930
2023
Q1
$54.7K Sell
622
-87
-12% -$7.65K 0.05% 67
2022
Q4
$71.1K Sell
709
-28
-4% -$2.81K 0.06% 54
2022
Q3
$68K Buy
737
+96
+15% +$8.86K 0.06% 58
2022
Q2
$69K Buy
641
+67
+12% +$7.21K 0.06% 60
2022
Q1
$71K Buy
574
+60
+12% +$7.42K 0.08% 48
2021
Q4
$76K Buy
+514
New +$76K 0.08% 38