Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-769
Closed -$30.4K 516
2023
Q1
$30.4K Sell
769
-2,244
-74% -$88.7K 0.02% 263
2022
Q4
$124K Buy
3,013
+7
+0.2% +$287 0.08% 148
2022
Q3
$117K Buy
3,006
+1,006
+50% +$39.2K 0.08% 145
2022
Q2
$68K Hold
2,000
0.04% 186
2022
Q1
$63K Buy
+2,000
New +$63K 0.04% 191