Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-35,856
Closed -$180K 489
2023
Q1
$180K Buy
+35,856
New +$180K 0.12% 357
2022
Q4
Sell
-43,438
Closed -$214K 454
2022
Q3
$214K Buy
43,438
+27,610
+174% +$136K 0.14% 330
2022
Q2
$88K Sell
15,828
-2,939
-16% -$16.3K 0.06% 357
2022
Q1
$160K Buy
+18,767
New +$160K 0.13% 311