Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-14,172
Closed -$172K 239
2022
Q4
$172K Buy
14,172
+298
+2% +$3.63K 0.04% 223
2022
Q3
$118K Sell
13,874
-683
-5% -$5.81K 0.03% 213
2022
Q2
$144K Sell
14,557
-611
-4% -$6.04K 0.03% 221
2022
Q1
$158K Sell
15,168
-1,474
-9% -$15.4K 0.03% 226
2021
Q4
$232K Sell
16,642
-1,261
-7% -$17.6K 0.04% 222
2021
Q3
$259K Sell
17,903
-308
-2% -$4.46K 0.04% 207
2021
Q2
$241K Buy
18,211
+30
+0.2% +$397 0.04% 200
2021
Q1
$222K Buy
+18,181
New +$222K 0.04% 196