Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,483
Closed -$237K 189
2023
Q1
$237K Buy
+7,483
New +$237K 0.15% 160
2022
Q2
Sell
-6,592
Closed -$235K 210
2022
Q1
$235K Buy
6,592
+140
+2% +$4.99K 0.13% 172
2021
Q4
$271K Buy
+6,452
New +$271K 0.15% 159