Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-29,085
Closed -$77.1K 480
2023
Q1
$77.1K Buy
29,085
+7,281
+33% +$19.3K 0.05% 303
2022
Q4
$114K Sell
21,804
-3,500
-14% -$18.3K 0.09% 261
2022
Q3
$184K Sell
25,304
-32,707
-56% -$238K 0.22% 197
2022
Q2
$633K Buy
58,011
+6,691
+13% +$73K 0.6% 36
2022
Q1
$578K Buy
51,320
+13,473
+36% +$152K 0.25% 90
2021
Q4
$475K Buy
+37,847
New +$475K 0.21% 96