Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$96.1K Buy
+1,093
New +$96.1K 0.05% 222
2022
Q3
Sell
-1,166
Closed -$126K 611
2022
Q2
$126K Buy
1,166
+148
+15% +$16K 0.06% 199
2022
Q1
$127K Hold
1,018
0.04% 235
2021
Q4
$151K Buy
+1,018
New +$151K 0.07% 228