Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,185
Closed -$229K 453
2023
Q1
$229K Sell
4,185
-451
-10% -$24.7K 0.02% 375
2022
Q4
$228K Sell
4,636
-311
-6% -$15.3K 0.02% 373
2022
Q3
$204K Sell
4,947
-155
-3% -$6.39K 0.02% 389
2022
Q2
$244K Buy
5,102
+234
+5% +$11.2K 0.02% 357
2022
Q1
$275K Buy
+4,868
New +$275K 0.02% 369