Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,151
Closed -$247K 561
2023
Q1
$247K Sell
8,151
-3,127
-28% -$94.7K 0.01% 486
2022
Q4
$287K Buy
11,278
+412
+4% +$10.5K 0.02% 416
2022
Q3
$229K Buy
10,866
+1,032
+10% +$21.7K 0.01% 432
2022
Q2
$218K Sell
9,834
-674
-6% -$14.9K 0.01% 452
2022
Q1
$258K Sell
10,508
-1,411
-12% -$34.6K 0.01% 446
2021
Q4
$394K Buy
11,919
+213
+2% +$7.04K 0.02% 385
2021
Q3
$342K Buy
+11,706
New +$342K 0.02% 393