Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-31,775
Closed -$518K 1445
2023
Q1
$518K Sell
31,775
-700
-2% -$11.4K 0.01% 923
2022
Q4
$500K Sell
32,475
-19,681
-38% -$303K 0.01% 904
2022
Q3
$849K Sell
52,156
-29,702
-36% -$483K 0.02% 709
2022
Q2
$1.3M Buy
81,858
+6,009
+8% +$95.1K 0.03% 595
2022
Q1
$1.68M Buy
+75,849
New +$1.68M 0.03% 548