Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-42,707
Closed -$83.3K 387
2023
Q1
$83.3K Sell
42,707
-1,383
-3% -$2.7K 0.05% 229
2022
Q4
$77.6K Sell
44,090
-699
-2% -$1.23K 0.04% 198
2022
Q3
$106K Sell
44,789
-6,257
-12% -$14.8K 0.04% 232
2022
Q2
$147K Buy
51,046
+515
+1% +$1.48K 0.06% 203
2022
Q1
$308K Buy
+50,531
New +$308K 0.14% 136