Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,557
Closed -$266K 1347
2023
Q1
$266K Sell
2,557
-9,623
-79% -$1,000K 0.01% 928
2022
Q4
$1.32M Buy
+12,180
New +$1.32M 0.05% 385
2021
Q3
Sell
-2,600
Closed -$253K 1537
2021
Q2
$253K Buy
+2,600
New +$253K 0.01% 1158