Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-20,141
Closed -$352K 277
2023
Q1
$352K Buy
+20,141
New +$352K 0.43% 89
2022
Q3
Sell
-11,500
Closed -$211K 364
2022
Q2
$211K Sell
11,500
-28,925
-72% -$531K 0.15% 268
2022
Q1
$985K Buy
40,425
+14,152
+54% +$345K 0.74% 16
2021
Q4
$688K Buy
+26,273
New +$688K 0.73% 20