Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,119
Closed -$151K 638
2022
Q4
$151K Buy
+2,119
New +$151K 0.14% 76
2022
Q2
Sell
-2,094
Closed -$242K 58
2022
Q1
$242K Buy
2,094
+41
+2% +$4.74K 0.25% 52
2021
Q4
$387K Buy
+2,053
New +$387K 0.34% 43