Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,780
Closed -$486K 1056
2023
Q1
$486K Buy
+11,780
New +$486K 0.02% 744
2021
Q4
Sell
-8,900
Closed -$473K 1234
2021
Q3
$473K Buy
8,900
+4,300
+93% +$229K 0.02% 608
2021
Q2
$238K Sell
4,600
-9,176
-67% -$475K 0.01% 1188
2021
Q1
$694K Buy
+13,776
New +$694K 0.02% 427