Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,646
Closed -$211K 148
2023
Q1
$211K Buy
+5,646
New +$211K 0.16% 129
2022
Q3
Sell
-6,082
Closed -$321K 131
2022
Q2
$321K Sell
6,082
-192
-3% -$10.1K 0.25% 84
2022
Q1
$338K Sell
6,274
-199
-3% -$10.7K 0.26% 82
2021
Q4
$357K Buy
+6,473
New +$357K 0.28% 78