Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,258
Closed -$205K 29
2023
Q1
$205K Sell
1,258
-116
-8% -$18.9K 0.13% 28
2022
Q4
$247K Sell
1,374
-101
-7% -$18.1K 0.16% 29
2022
Q3
$212K Buy
1,475
+85
+6% +$12.2K 0.15% 27
2022
Q2
$201K Sell
1,390
-51
-4% -$7.38K 0.15% 25
2022
Q1
$235K Buy
+1,441
New +$235K 0.15% 23