Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-504
Closed -$98.2K 237
2023
Q1
$98.2K Sell
504
-27
-5% -$5.26K 0.07% 186
2022
Q4
$87K Sell
531
-258
-33% -$42.3K 0.09% 156
2022
Q3
$117K Buy
+789
New +$117K 0.12% 139
2021
Q4
$51K Buy
+245
New +$51K 0.01% 203