Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-18,766
Closed -$187K 191
2023
Q2
$187K Sell
18,766
-1,166
-6% -$11.6K 0.3% 169
2023
Q1
$192K Buy
19,932
+208
+1% +$2K 0.23% 195
2022
Q4
$220K Sell
19,724
-6,821
-26% -$75.9K 0.25% 179
2022
Q3
$226K Buy
+26,545
New +$226K 0.26% 174
2022
Q2
Sell
-31,186
Closed -$339K 500
2022
Q1
$339K Buy
31,186
+10,991
+54% +$119K 0.25% 146
2021
Q4
$273K Buy
+20,195
New +$273K 0.29% 134