Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$63.1K Sell
19,854
-1,049
-5% -$3.34K ﹤0.01% 566
2023
Q1
$58.9K Buy
20,903
+1,780
+9% +$5.02K ﹤0.01% 564
2022
Q4
$52K Buy
19,123
+107
+0.6% +$291 ﹤0.01% 563
2022
Q3
$54K Sell
19,016
-182
-0.9% -$517 ﹤0.01% 563
2022
Q2
$48K Buy
+19,198
New +$48K ﹤0.01% 585
2018
Q2
Sell
-29,971
Closed -$218K 347
2018
Q1
$218K Buy
+29,971
New +$218K ﹤0.01% 366