Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-48,744
Closed -$442K 351
2022
Q4
$442K Buy
48,744
+23,319
+92% +$212K 0.04% 261
2022
Q3
$190K Buy
+25,425
New +$190K 0.02% 314
2021
Q2
Sell
-54,362
Closed -$459K 354
2021
Q1
$459K Buy
+54,362
New +$459K 0.03% 270