Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-660
Closed -$263K 136
2023
Q1
$263K Sell
660
-47
-7% -$18.7K 0.13% 109
2022
Q4
$267K Sell
707
-116
-14% -$43.8K 0.13% 103
2022
Q3
$249K Buy
823
+36
+5% +$10.9K 0.14% 99
2022
Q2
$251K Buy
787
+51
+7% +$16.3K 0.17% 95
2022
Q1
$269K Sell
736
-160
-18% -$58.5K 0.14% 100
2021
Q4
$385K Buy
+896
New +$385K 0.19% 83