Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,369
Closed -$550K 323
2023
Q1
$550K Sell
6,369
-1,255
-16% -$108K 0.03% 211
2022
Q4
$678K Buy
7,624
+5,023
+193% +$447K 0.04% 190
2022
Q3
$210K Sell
2,601
-1,602
-38% -$129K 0.01% 290
2022
Q2
$380K Buy
4,203
+3,414
+433% +$309K 0.02% 269
2022
Q1
$74K Buy
+789
New +$74K ﹤0.01% 494