Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-20,111
Closed -$71.4K 121
2023
Q1
$71.4K Sell
20,111
-2,313
-10% -$8.21K 0.1% 122
2022
Q4
$134K Sell
22,424
-6,064
-21% -$36.3K 0.17% 112
2022
Q3
$375K Sell
28,488
-2,284
-7% -$30.1K 0.37% 108
2022
Q2
$379K Buy
+30,772
New +$379K 0.35% 113