Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,412
Closed -$217K 426
2023
Q1
$217K Sell
1,412
-11
-0.8% -$1.69K 0.13% 268
2022
Q4
$255K Buy
+1,423
New +$255K 0.04% 345
2022
Q1
Sell
-1,164
Closed -$296K 604
2021
Q4
$296K Buy
1,164
+82
+8% +$20.8K 0.03% 410
2021
Q3
$416K Sell
1,082
-206
-16% -$79.2K 0.06% 293
2021
Q2
$303K Buy
+1,288
New +$303K 0.04% 356