Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,047
Closed -$379K 354
2023
Q1
$379K Buy
11,047
+3,844
+53% +$132K 0.05% 156
2022
Q4
$219K Buy
+7,203
New +$219K 0.04% 189
2022
Q1
Sell
-5,292
Closed -$202K 253
2021
Q4
$202K Buy
+5,292
New +$202K 0.04% 196