Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$285K Sell
8,326
-679
-8% -$23.3K 0.01% 550
2022
Q4
$409K Buy
9,005
+771
+9% +$35K 0.02% 397
2022
Q3
$422K Sell
8,234
-795
-9% -$40.7K 0.01% 491
2022
Q2
$482K Sell
9,029
-405
-4% -$21.6K 0.01% 503
2022
Q1
$508K Buy
+9,434
New +$508K 0.01% 473