Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$226K Buy
3,647
+104
+3% +$6.43K ﹤0.01% 528
2023
Q1
$234K Buy
+3,543
New +$234K ﹤0.01% 517
2022
Q4
Sell
-4,019
Closed -$214K 584
2022
Q3
$214K Sell
4,019
-461
-10% -$24.5K ﹤0.01% 527
2022
Q2
$320K Buy
+4,480
New +$320K ﹤0.01% 472