Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,536
Closed -$410K 1185
2022
Q4
$410K Buy
1,536
+143
+10% +$38.2K 0.02% 795
2022
Q3
$342K Buy
1,393
+245
+21% +$60.2K 0.02% 843
2022
Q2
$243K Buy
+1,148
New +$243K 0.01% 959
2022
Q1
Sell
-50
Closed -$26K 1848
2021
Q4
$26K Sell
50
-544
-92% -$283K ﹤0.01% 1244
2021
Q3
$396K Buy
594
+16
+3% +$10.7K 0.02% 598
2021
Q2
$392K Buy
+578
New +$392K 0.02% 611