Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-23,574
Closed -$62.5K 276
2023
Q1
$62.5K Buy
23,574
+3,486
+17% +$9.24K 0.08% 246
2022
Q4
$105K Sell
20,088
-5,686
-22% -$29.7K 0.12% 244
2022
Q3
$188K Sell
25,774
-38,601
-60% -$282K 0.21% 206
2022
Q2
$702K Buy
64,375
+27,901
+76% +$304K 0.48% 51
2022
Q1
$411K Buy
36,474
+20,796
+133% +$234K 0.31% 113
2021
Q4
$197K Buy
+15,678
New +$197K 0.21% 222