Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-337
Closed -$20.5K 129
2022
Q4
$20.5K Buy
337
+41
+14% +$2.49K 0.01% 88
2022
Q3
$17K Sell
296
-12
-4% -$689 0.01% 74
2022
Q2
$18K Buy
308
+110
+56% +$6.43K 0.04% 90
2022
Q1
$12K Buy
+198
New +$12K ﹤0.01% 133