Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,153
Closed -$250K 346
2023
Q1
$250K Sell
4,153
-364
-8% -$22K 0.02% 296
2022
Q4
$266K Sell
4,517
-86
-2% -$5.06K 0.02% 293
2022
Q3
$263K Buy
4,603
+766
+20% +$43.8K 0.03% 282
2022
Q2
$208K Sell
3,837
-260
-6% -$14.1K 0.03% 179
2022
Q1
$235K Buy
+4,097
New +$235K 0.03% 178