Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,022
Closed -$203K 1159
2022
Q4
$203K Buy
+8,022
New +$203K 0.01% 1048
2021
Q4
Sell
-3,874
Closed -$264K 1193
2021
Q3
$264K Buy
3,874
+178
+5% +$12.1K 0.01% 911
2021
Q2
$307K Buy
3,696
+91
+3% +$7.56K 0.01% 844
2021
Q1
$309K Buy
+3,605
New +$309K 0.01% 816