Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-811
Closed -$167K 525
2023
Q1
$167K Buy
811
+87
+12% +$17.9K 0.12% 260
2022
Q4
$136K Buy
724
+203
+39% +$38.2K 0.11% 245
2022
Q3
$98K Buy
+521
New +$98K 0.12% 233
2022
Q2
Sell
-410
Closed -$164K 546
2022
Q1
$164K Buy
+410
New +$164K 0.07% 374