Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-245
Closed -$37.8K 289
2023
Q1
$37.8K Buy
+245
New +$37.8K 0.08% 106
2022
Q1
Sell
-3,323
Closed -$380K 267
2021
Q4
$380K Buy
3,323
+158
+5% +$18.1K 0.1% 189
2021
Q3
$362K Buy
3,165
+271
+9% +$31K 0.1% 187
2021
Q2
$312K Buy
+2,894
New +$312K 0.13% 191