Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-46,516
Closed -$1.25M 101
2023
Q1
$1.25M Sell
46,516
-15
-0% -$402 0.77% 50
2022
Q4
$1.45M Hold
46,531
0.93% 33
2022
Q3
$1.14M Sell
46,531
-12
-0% -$293 0.82% 42
2022
Q2
$1.17M Buy
46,543
+71
+0.2% +$1.79K 0.77% 43
2022
Q1
$1.35M Sell
46,472
-520
-1% -$15.1K 0.72% 49
2021
Q4
$1.23M Sell
46,992
-13
-0% -$341 0.61% 58
2021
Q3
$1.11M Sell
47,005
-327
-0.7% -$7.74K 0.56% 55
2021
Q2
$1.21M Buy
+47,332
New +$1.21M 0.62% 58