Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,215
Closed -$65.6K 949
2023
Q1
$65.6K Sell
11,215
-2,174
-16% -$12.7K ﹤0.01% 964
2022
Q4
$78.2K Sell
13,389
-647
-5% -$3.78K ﹤0.01% 981
2022
Q3
$80K Buy
14,036
+1,616
+13% +$9.21K ﹤0.01% 933
2022
Q2
$92K Buy
12,420
+57
+0.5% +$422 ﹤0.01% 719
2022
Q1
$113K Buy
+12,363
New +$113K ﹤0.01% 719