Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,795
Closed -$290K 217
2022
Q4
$290K Buy
+3,795
New +$290K 0.12% 133
2022
Q2
Sell
-8,961
Closed -$732K 228
2022
Q1
$732K Sell
8,961
-493
-5% -$40.3K 0.31% 48
2021
Q4
$743K Buy
+9,454
New +$743K 0.37% 48