Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,295
Closed -$405K 168
2023
Q1
$405K Sell
7,295
-232
-3% -$12.9K 0.26% 108
2022
Q4
$398K Buy
7,527
+626
+9% +$33.1K 0.23% 117
2022
Q3
$296K Sell
6,901
-577
-8% -$24.7K 0.2% 127
2022
Q2
$346K Buy
+7,478
New +$346K 0.23% 128