Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-67,030
Closed -$245K 424
2022
Q4
$245K Buy
67,030
+22,873
+52% +$83.5K 0.17% 269
2022
Q3
$159K Buy
+44,157
New +$159K 0.1% 359
2022
Q2
Sell
-30,096
Closed -$165K 410
2022
Q1
$165K Buy
30,096
+20,010
+198% +$110K 0.13% 310
2021
Q4
$69K Buy
+10,086
New +$69K 0.11% 187