Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-19,108
Closed -$537K 1173
2023
Q1
$537K Sell
19,108
-3,413
-15% -$96K ﹤0.01% 779
2022
Q4
$570K Buy
22,521
+4,805
+27% +$122K ﹤0.01% 738
2022
Q3
$510K Sell
17,716
-1,728
-9% -$49.7K ﹤0.01% 750
2022
Q2
$493K Buy
+19,444
New +$493K ﹤0.01% 783