Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-596
Closed -$232K 47
2022
Q4
$232K Buy
596
+33
+6% +$12.8K 0.22% 38
2022
Q3
$218K Buy
563
+4
+0.7% +$1.55K 0.21% 42
2022
Q2
$215K Buy
559
+27
+5% +$10.4K 0.2% 45
2022
Q1
$256K Buy
532
+63
+13% +$30.3K 0.19% 46
2021
Q4
$302K Buy
+469
New +$302K 0.26% 39