Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,351
Closed -$242K 80
2023
Q1
$242K Sell
15,351
-1,986
-11% -$31.3K 0.24% 72
2022
Q4
$294K Buy
17,337
+4,329
+33% +$73.5K 0.28% 66
2022
Q3
$173K Buy
13,008
+2,728
+27% +$36.3K 0.12% 81
2022
Q2
$150K Buy
+10,280
New +$150K 0.14% 82