Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-751
Closed -$154K 328
2023
Q1
$154K Sell
751
-17
-2% -$3.5K 0.19% 210
2022
Q4
$144K Buy
768
+128
+20% +$24.1K 0.17% 221
2022
Q3
$120K Buy
640
+248
+63% +$46.5K 0.14% 233
2022
Q2
$123K Buy
+392
New +$123K 0.08% 328