Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-575
Closed -$10.4K 1298
2023
Q1
$10.4K Buy
575
+105
+22% +$1.9K 0.01% 213
2022
Q4
$7.17K Sell
470
-620
-57% -$9.46K 0.01% 306
2022
Q3
$14K Buy
1,090
+170
+18% +$2.18K 0.01% 147
2022
Q2
$15K Buy
+920
New +$15K 0.01% 137