Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,189
Closed -$348K 863
2022
Q4
$348K Sell
5,189
-2,198
-30% -$147K 0.01% 532
2022
Q3
$440K Sell
7,387
-963
-12% -$57.4K 0.02% 432
2022
Q2
$521K Buy
+8,350
New +$521K 0.02% 371
2021
Q4
Sell
-4,077
Closed -$263K 862
2021
Q3
$263K Buy
+4,077
New +$263K 0.01% 637