Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,000
Closed -$420K 349
2023
Q1
$420K Buy
+15,000
New +$420K 0.08% 135
2022
Q2
Sell
-12,000
Closed -$350K 349
2022
Q1
$350K Buy
12,000
+2,000
+20% +$58.3K 0.04% 190
2021
Q4
$349K Buy
+10,000
New +$349K 0.06% 161