Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,418
Closed -$345K 1124
2023
Q1
$345K Sell
1,418
-890
-39% -$217K 0.01% 731
2022
Q4
$617K Buy
2,308
+690
+43% +$184K 0.03% 472
2022
Q3
$398K Buy
1,618
+18
+1% +$4.43K 0.02% 558
2022
Q2
$340K Buy
1,600
+75
+5% +$15.9K 0.02% 619
2022
Q1
$497K Buy
+1,525
New +$497K 0.02% 576