Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-20,145
Closed -$104K 3161
2023
Q1
$104K Buy
20,145
+7
+0% +$36 ﹤0.01% 3187
2022
Q4
$123K Sell
20,138
-4,663
-19% -$28.5K ﹤0.01% 3280
2022
Q3
$191K Buy
24,801
+8,639
+53% +$66.5K ﹤0.01% 3246
2022
Q2
$132K Buy
+16,162
New +$132K ﹤0.01% 3446