Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-24,921
Closed -$297K 184
2023
Q1
$297K Buy
24,921
+836
+3% +$9.97K 0.07% 143
2022
Q4
$238K Buy
24,085
+2,420
+11% +$23.9K 0.06% 147
2022
Q3
$195K Sell
21,665
-3,010
-12% -$27.1K 0.05% 143
2022
Q2
$290K Buy
24,675
+1,118
+5% +$13.1K 0.07% 142
2022
Q1
$278K Buy
+23,557
New +$278K 0.06% 148