Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,694
Closed -$278K 373
2023
Q2
$278K Sell
1,694
-174
-9% -$28.5K 0.02% 321
2023
Q1
$289K Sell
1,868
-99
-5% -$15.3K 0.02% 318
2022
Q4
$259K Sell
1,967
-13
-0.7% -$1.71K 0.02% 337
2022
Q3
$211K Sell
1,980
-84
-4% -$8.95K 0.02% 380
2022
Q2
$215K Buy
2,064
+70
+4% +$7.29K 0.02% 406
2022
Q1
$296K Sell
1,994
-124
-6% -$18.4K 0.02% 353
2021
Q4
$242K Buy
+2,118
New +$242K 0.02% 297