Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-13,916
Closed -$156K 160
2023
Q1
$156K Buy
+13,916
New +$156K 0.08% 131
2022
Q2
Sell
-6,434
Closed -$232K 141
2022
Q1
$232K Buy
6,434
+200
+3% +$7.21K 0.1% 129
2021
Q4
$293K Buy
+6,234
New +$293K 0.12% 122