Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,219
Closed -$271K 789
2023
Q1
$271K Buy
3,219
+439
+16% +$37K 0.03% 730
2022
Q4
$236K Sell
2,780
-240
-8% -$20.4K 0.03% 466
2022
Q3
$206K Sell
3,020
-247
-8% -$16.8K 0.03% 583
2022
Q2
$213K Buy
3,267
+224
+7% +$14.6K 0.03% 392
2022
Q1
$234K Sell
3,043
-152
-5% -$11.7K 0.03% 663
2021
Q4
$247K Sell
3,195
-303
-9% -$23.4K 0.03% 632
2021
Q3
$221K Buy
+3,498
New +$221K 0.03% 749