Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-21,891
Closed -$56K 203
2023
Q1
$56K Buy
+21,891
New +$56K 0.01% 201
2022
Q4
Sell
-36,153
Closed -$267K 201
2022
Q3
$267K Sell
36,153
-8,936
-20% -$66K 0.09% 169
2022
Q2
$507K Buy
45,089
+4,689
+12% +$52.7K 0.15% 130
2022
Q1
$461K Buy
+40,400
New +$461K 0.11% 133