Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,085
Closed -$215K 64
2023
Q1
$215K Sell
2,085
-399
-16% -$41.1K 0.13% 64
2022
Q4
$209K Buy
+2,484
New +$209K 0.12% 64
2021
Q1
Sell
-260
Closed -$42K 71
2020
Q4
$42K Buy
+260
New +$42K 0.04% 114