Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,373
Closed -$324K 146
2022
Q4
$324K Sell
6,373
-2,019
-24% -$103K 0.1% 100
2022
Q3
$367K Sell
8,392
-1,594
-16% -$69.7K 0.13% 91
2022
Q2
$528K Buy
9,986
+2,728
+38% +$144K 0.19% 70
2022
Q1
$376K Buy
7,258
+915
+14% +$47.4K 0.13% 94
2021
Q4
$375K Buy
+6,343
New +$375K 0.16% 80