Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-12,604
Closed -$13K 1283
2023
Q2
$13K Buy
12,604
+1,203
+11% +$1.24K ﹤0.01% 1256
2023
Q1
$15.5K Hold
11,401
﹤0.01% 1221
2022
Q4
$17.4K Buy
11,401
+310
+3% +$474 ﹤0.01% 1218
2022
Q3
$32K Buy
11,091
+557
+5% +$1.61K ﹤0.01% 1169
2022
Q2
$19K Buy
+10,534
New +$19K ﹤0.01% 1184