Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,550
Closed -$71K 362
2023
Q1
$71K Buy
+11,550
New +$71K 0.01% 230
2022
Q3
Sell
-13,900
Closed -$61K 315
2022
Q2
$61K Sell
13,900
-6,100
-31% -$26.8K 0.01% 219
2022
Q1
$255K Buy
+20,000
New +$255K 0.03% 214