Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,071
Closed -$208K 125
2023
Q1
$208K Sell
1,071
-134
-11% -$26K 0.01% 110
2022
Q4
$266K Sell
1,205
-37
-3% -$8.16K 0.02% 103
2022
Q3
$226K Sell
1,242
-186
-13% -$33.8K 0.02% 87
2022
Q2
$281K Buy
1,428
+23
+2% +$4.53K 0.02% 83
2022
Q1
$301K Sell
1,405
-1,885
-57% -$404K 0.02% 82
2021
Q4
$636K Buy
+3,290
New +$636K 0.05% 55