Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-14,659
Closed -$495K 1169
2023
Q1
$495K Sell
14,659
-8,343
-36% -$282K 0.02% 735
2022
Q4
$745K Buy
+23,002
New +$745K 0.03% 563
2022
Q3
Sell
-12,681
Closed -$468K 1668
2022
Q2
$468K Buy
+12,681
New +$468K 0.01% 863
2021
Q3
Sell
-10,531
Closed -$460K 1344
2021
Q2
$460K Buy
+10,531
New +$460K 0.01% 853