Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,975
Closed -$68.7K 219
2023
Q1
$68.7K Buy
15,975
+644
+4% +$2.77K 0.03% 202
2022
Q4
$77.3K Sell
15,331
-2,036
-12% -$10.3K 0.04% 189
2022
Q3
$69K Sell
17,367
-724
-4% -$2.88K 0.04% 173
2022
Q2
$77K Sell
18,091
-1,042
-5% -$4.44K 0.04% 182
2022
Q1
$97K Buy
+19,133
New +$97K 0.04% 225