Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,432
Closed -$451K 172
2023
Q1
$451K Sell
1,432
-50
-3% -$15.8K 0.11% 120
2022
Q4
$445K Hold
1,482
0.12% 125
2022
Q3
$397K Buy
1,482
+55
+4% +$14.7K 0.11% 134
2022
Q2
$385K Hold
1,427
0.1% 135
2022
Q1
$465K Buy
1,427
+200
+16% +$65.2K 0.11% 129
2021
Q4
$348K Buy
+1,227
New +$348K 0.08% 138