Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,251
Closed -$318K 283
2023
Q1
$318K Sell
12,251
-1,902
-13% -$49.4K 0.39% 101
2022
Q4
$369K Sell
14,153
-6,474
-31% -$169K 0.43% 85
2022
Q3
$430K Sell
20,627
-2,709
-12% -$56.5K 0.49% 60
2022
Q2
$341K Buy
23,336
+9,189
+65% +$134K 0.23% 151
2022
Q1
$379K Buy
14,147
+5,813
+70% +$156K 0.28% 124
2021
Q4
$266K Buy
+8,334
New +$266K 0.28% 139