Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,411
Closed -$571K 3182
2023
Q1
$571K Buy
8,411
+3,560
+73% +$242K 0.01% 1183
2022
Q4
$291K Buy
+4,851
New +$291K ﹤0.01% 1586
2021
Q4
Sell
-10,450
Closed -$792K 3879
2021
Q3
$792K Buy
10,450
+3,431
+49% +$260K ﹤0.01% 1355
2021
Q2
$588K Buy
+7,019
New +$588K 0.01% 1548