Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,544
Closed -$268K 153
2023
Q1
$268K Buy
+7,544
New +$268K 0.23% 101
2022
Q3
Sell
-3,772
Closed -$205K 159
2022
Q2
$205K Sell
3,772
-3,772
-50% -$205K 0.15% 144
2022
Q1
$410K Buy
7,544
+3,772
+100% +$205K 0.24% 110
2021
Q4
$208K Buy
+3,772
New +$208K 0.09% 202