Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,093
Closed -$256K 871
2023
Q1
$256K Buy
12,093
+1,117
+10% +$23.6K ﹤0.01% 808
2022
Q4
$162K Buy
+10,976
New +$162K ﹤0.01% 999
2021
Q3
Sell
-12,422
Closed -$115K 1077
2021
Q2
$115K Buy
+12,422
New +$115K ﹤0.01% 841