Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,784
Closed -$214K 81
2022
Q4
$214K Sell
1,784
-787
-31% -$94.3K 0.42% 68
2022
Q3
$257K Buy
+2,571
New +$257K 0.39% 69
2022
Q2
Sell
-2,814
Closed -$350K 86
2022
Q1
$350K Buy
2,814
+1,034
+58% +$129K 0.37% 66
2021
Q4
$390K Buy
+1,780
New +$390K 0.35% 67