Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$344K Sell
1,787
-10
-0.6% -$1.92K ﹤0.01% 455
2023
Q1
$288K Sell
1,797
-180
-9% -$28.8K ﹤0.01% 488
2022
Q4
$328K Sell
1,977
-44
-2% -$7.29K ﹤0.01% 467
2022
Q3
$273K Buy
2,021
+102
+5% +$13.8K ﹤0.01% 486
2022
Q2
$272K Buy
+1,919
New +$272K ﹤0.01% 499