Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,464
Closed -$224K 286
2022
Q4
$224K Buy
+6,464
New +$224K 0.26% 173
2022
Q3
Sell
-9,964
Closed -$243K 329
2022
Q2
$243K Sell
9,964
-2,666
-21% -$65K 0.17% 231
2022
Q1
$362K Buy
12,630
+3,892
+45% +$112K 0.27% 135
2021
Q4
$216K Buy
+8,738
New +$216K 0.23% 198