Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,772
Closed -$244K 197
2023
Q1
$244K Buy
2,772
+132
+5% +$11.6K 0.14% 162
2022
Q4
$265K Buy
2,640
+154
+6% +$15.4K 0.17% 142
2022
Q3
$230K Buy
2,486
+191
+8% +$17.7K 0.16% 147
2022
Q2
$248K Buy
2,295
+469
+26% +$50.7K 0.16% 154
2022
Q1
$227K Buy
+1,826
New +$227K 0.13% 183