Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-19,116
Closed -$99.8K 106
2022
Q4
$99.8K Buy
19,116
+1,510
+9% +$7.88K 0.06% 96
2022
Q3
$128K Buy
17,606
+3,873
+28% +$28.2K 0.07% 92
2022
Q2
$150K Buy
13,733
+573
+4% +$6.26K 0.08% 92
2022
Q1
$148K Buy
13,160
+2,879
+28% +$32.4K 0.07% 108
2021
Q4
$129K Buy
+10,281
New +$129K 0.06% 115