Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-15,551
Closed -$411K 115
2022
Q4
$411K Sell
15,551
-1,142
-7% -$30.2K 0.26% 79
2022
Q3
$430K Buy
16,693
+13
+0.1% +$335 0.27% 77
2022
Q2
$624K Sell
16,680
-832
-5% -$31.1K 0.37% 65
2022
Q1
$868K Sell
17,512
-115
-0.7% -$5.7K 0.41% 63
2021
Q4
$908K Buy
+17,627
New +$908K 0.41% 52