Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,923
Closed -$285K 52
2023
Q1
$285K Buy
+2,923
New +$285K 0.24% 21
2022
Q4
Sell
-2,923
Closed -$213K 52
2022
Q3
$213K Hold
2,923
0.21% 44
2022
Q2
$276K Hold
2,923
0.26% 29
2022
Q1
$404K Hold
2,923
0.3% 22
2021
Q4
$533K Buy
+2,923
New +$533K 0.47% 20