Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,115
Closed -$106K 1205
2023
Q1
$106K Buy
11,115
+215
+2% +$2.05K ﹤0.01% 1138
2022
Q4
$103K Sell
10,900
-284
-3% -$2.68K ﹤0.01% 1109
2022
Q3
$107K Buy
11,184
+43
+0.4% +$411 ﹤0.01% 1114
2022
Q2
$85K Sell
11,141
-7,037
-39% -$53.7K ﹤0.01% 1123
2022
Q1
$213K Buy
+18,178
New +$213K ﹤0.01% 1118
2021
Q3
Sell
-3,269
Closed -$219K 1183
2021
Q2
$219K Buy
+3,269
New +$219K ﹤0.01% 1099
2021
Q1
Sell
-2,399
Closed -$201K 1148
2020
Q4
$201K Buy
+2,399
New +$201K ﹤0.01% 1048