Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,226
Closed -$248K 499
2023
Q1
$248K Sell
2,226
-72
-3% -$8.02K 0.02% 435
2022
Q4
$275K Buy
2,298
+125
+6% +$15K 0.02% 402
2022
Q3
$218K Buy
+2,173
New +$218K 0.02% 429
2022
Q2
Sell
-981
Closed -$215K 489
2022
Q1
$215K Hold
981
0.02% 456
2021
Q4
$215K Buy
+981
New +$215K 0.02% 456