Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,956
Closed -$222K 582
2023
Q1
$222K Buy
1,956
+775
+66% +$87.9K ﹤0.01% 188
2022
Q4
$211K Sell
1,181
-3,033
-72% -$542K ﹤0.01% 170
2022
Q3
$1.12M Buy
+4,214
New +$1.12M ﹤0.01% 92
2021
Q2
Sell
-1,292
Closed -$687K 503
2021
Q1
$687K Buy
+1,292
New +$687K ﹤0.01% 167