Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,014
Closed -$231K 465
2023
Q1
$231K Sell
13,014
-3,320
-20% -$58.9K 0.11% 217
2022
Q4
$295K Buy
+16,334
New +$295K 0.14% 206
2022
Q3
Sell
-10,297
Closed -$133K 336
2022
Q2
$133K Buy
+10,297
New +$133K 0.1% 220