Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,523
Closed -$222K 197
2022
Q4
$222K Sell
1,523
-248
-14% -$36.1K 0.09% 172
2022
Q3
$256K Hold
1,771
0.12% 135
2022
Q2
$272K Sell
1,771
-788
-31% -$121K 0.12% 122
2022
Q1
$452K Buy
2,559
+519
+25% +$91.7K 0.19% 89
2021
Q4
$479K Buy
+2,040
New +$479K 0.24% 82