Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,681
Closed -$211K 394
2022
Q4
$211K Sell
5,681
-1,994
-26% -$73.9K 0.04% 347
2022
Q3
$236K Buy
7,675
+1,332
+21% +$41K 0.06% 280
2022
Q2
$220K Buy
6,343
+1,302
+26% +$45.2K 0.05% 294
2022
Q1
$206K Buy
5,041
+556
+12% +$22.7K 0.04% 311
2021
Q4
$264K Buy
+4,485
New +$264K 0.06% 273