Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-454
Closed -$220K 446
2023
Q1
$220K Sell
454
-414
-48% -$201K 0.02% 392
2022
Q4
$445K Sell
868
-14
-2% -$7.17K 0.04% 236
2022
Q3
$428K Buy
882
+51
+6% +$24.7K 0.04% 225
2022
Q2
$389K Buy
831
+358
+76% +$168K 0.03% 263
2022
Q1
$206K Sell
473
-32
-6% -$13.9K 0.01% 469
2021
Q4
$234K Buy
+505
New +$234K 0.02% 307