Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,351
Closed -$260K 2240
2022
Q4
$260K Buy
+1,351
New +$260K ﹤0.01% 1839
2022
Q3
Sell
-1,141
Closed -$220K 2197
2022
Q2
$220K Sell
1,141
-24
-2% -$4.63K ﹤0.01% 1845
2022
Q1
$255K Buy
1,165
+159
+16% +$34.8K ﹤0.01% 1689
2021
Q4
$305K Buy
1,006
+184
+22% +$55.8K ﹤0.01% 1594
2021
Q3
$233K Buy
+822
New +$233K ﹤0.01% 1876