Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,306
Closed -$49.2K 235
2023
Q1
$49.2K Hold
5,306
0.05% 167
2022
Q4
$58.5K Buy
5,306
+50
+1% +$551 0.06% 165
2022
Q3
$69.2K Buy
5,256
+590
+13% +$7.77K 0.07% 144
2022
Q2
$62K Buy
4,666
+454
+11% +$6.03K 0.07% 146
2022
Q1
$162K Buy
4,212
+25
+0.6% +$960 0.16% 93
2021
Q4
$179K Buy
+4,187
New +$179K 0.18% 91