Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$330K Sell
5,342
-27
-0.5% -$1.67K ﹤0.01% 465
2023
Q1
$341K Sell
5,369
-651
-11% -$41.4K ﹤0.01% 462
2022
Q4
$396K Buy
6,020
+182
+3% +$12K ﹤0.01% 427
2022
Q3
$299K Buy
5,838
+11
+0.2% +$563 ﹤0.01% 472
2022
Q2
$323K Buy
+5,827
New +$323K ﹤0.01% 469