Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-17,273
Closed -$43.7K 3245
2023
Q1
$43.7K Buy
17,273
+6
+0% +$15 ﹤0.01% 3226
2022
Q4
$87.9K Sell
17,267
-4,347
-20% -$22.1K ﹤0.01% 3337
2022
Q3
$193K Buy
21,614
+10,615
+97% +$94.8K ﹤0.01% 3239
2022
Q2
$89K Buy
+10,999
New +$89K ﹤0.01% 3541
2021
Q4
Sell
-8,725
Closed -$249K 3713
2021
Q3
$249K Buy
8,725
+476
+6% +$13.6K ﹤0.01% 3313
2021
Q2
$281K Buy
+8,249
New +$281K ﹤0.01% 3303