Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,842
Closed -$540K 385
2023
Q1
$540K Sell
8,842
-1,277
-13% -$78.1K 0.03% 214
2022
Q4
$637K Buy
10,119
+6,487
+179% +$408K 0.04% 198
2022
Q3
$216K Sell
3,632
-2,238
-38% -$133K 0.01% 287
2022
Q2
$383K Buy
+5,870
New +$383K 0.02% 268