Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$268K Sell
3,966
-32
-0.8% -$2.16K ﹤0.01% 505
2023
Q1
$282K Sell
3,998
-837
-17% -$59.1K ﹤0.01% 490
2022
Q4
$342K Buy
4,835
+26
+0.5% +$1.84K ﹤0.01% 458
2022
Q3
$280K Sell
4,809
-581
-11% -$33.8K ﹤0.01% 482
2022
Q2
$329K Buy
+5,390
New +$329K ﹤0.01% 466