Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-204
Closed -$10.5K 304
2023
Q2
$10.5K Buy
204
+1
+0.5% +$51 0.01% 297
2023
Q1
$11.3K Buy
203
+1
+0.5% +$55 0.01% 311
2022
Q4
$10.7K Buy
202
+1
+0.5% +$53 0.01% 297
2022
Q3
$9K Sell
201
-660
-77% -$29.6K 0.01% 284
2022
Q2
$40K Sell
861
-279
-24% -$13K 0.03% 223
2022
Q1
$69K Buy
+1,140
New +$69K 0.05% 168