Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$95.6K Buy
+2,687
New +$95.6K 0.05% 223
2022
Q3
Sell
-2,895
Closed -$158K 469
2022
Q2
$158K Buy
2,895
+48
+2% +$2.62K 0.07% 179
2022
Q1
$155K Buy
2,847
+400
+16% +$21.8K 0.05% 212
2021
Q4
$135K Buy
+2,447
New +$135K 0.06% 243