Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,836
Closed -$55K 302
2022
Q4
$55K Sell
3,836
-5,116
-57% -$73.4K 0.02% 388
2022
Q3
$298K Buy
+8,952
New +$298K 0.07% 88
2021
Q2
Sell
-1,610
Closed -$483K 340
2021
Q1
$483K Buy
+1,610
New +$483K 0.05% 168