Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,086
Closed -$203K 73
2023
Q1
$203K Buy
+3,086
New +$203K 0.17% 60
2022
Q4
Sell
-3,651
Closed -$206K 74
2022
Q3
$206K Buy
3,651
+540
+17% +$30.5K 0.21% 54
2022
Q2
$256K Buy
3,111
+400
+15% +$32.9K 0.23% 54
2022
Q1
$340K Buy
+2,711
New +$340K 0.24% 62