Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,557
Closed -$401K 99
2023
Q1
$401K Sell
12,557
-7,898
-39% -$252K 0.14% 56
2022
Q4
$730K Buy
20,455
+5,957
+41% +$213K 0.3% 41
2022
Q3
$422K Buy
+14,498
New +$422K 0.18% 52
2022
Q2
Sell
-5,438
Closed -$201K 80
2022
Q1
$201K Buy
5,438
+810
+18% +$29.9K 0.09% 72
2021
Q4
$327K Buy
+4,628
New +$327K 0.15% 50