Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,840
Closed -$84.2K 353
2022
Q4
$84.2K Buy
+1,840
New +$84.2K 0.03% 339
2022
Q3
Sell
-4,376
Closed -$215K 187
2022
Q2
$215K Buy
4,376
+12
+0.3% +$590 0.12% 141
2022
Q1
$242K Buy
4,364
+103
+2% +$5.71K 0.11% 143
2021
Q4
$222K Sell
4,261
-22
-0.5% -$1.15K 0.18% 129
2021
Q3
$215K Sell
4,283
-126
-3% -$6.33K 0.19% 131
2021
Q2
$217K Buy
+4,409
New +$217K 0.19% 123