Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,479
Closed -$218K 459
2023
Q1
$218K Buy
2,479
+240
+11% +$21.1K 0.13% 123
2022
Q4
$224K Buy
+2,239
New +$224K 0.16% 117
2022
Q2
Sell
-1,691
Closed -$211K 123
2022
Q1
$211K Buy
1,691
+186
+12% +$23.2K 0.18% 113
2021
Q4
$223K Buy
+1,505
New +$223K 0.17% 107