Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,809
Closed -$307K 448
2023
Q1
$307K Buy
+15,809
New +$307K 0.18% 256
2022
Q3
Sell
-8,778
Closed -$217K 180
2022
Q2
$217K Buy
8,778
+2,308
+36% +$57.1K 0.42% 141
2022
Q1
$225K Buy
6,470
+1,103
+21% +$38.4K 0.12% 330
2021
Q4
$204K Buy
+5,367
New +$204K 0.16% 279