Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-731
Closed -$138K 750
2022
Q4
$138K Sell
731
-817
-53% -$154K 0.01% 487
2022
Q3
$290K Buy
1,548
+351
+29% +$65.8K 0.01% 557
2022
Q2
$392K Buy
+1,197
New +$392K 0.01% 554
2020
Q4
Sell
-429
Closed -$452K 657
2020
Q3
$452K Buy
+429
New +$452K 0.01% 325