Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,993
Closed -$222K 185
2023
Q1
$222K Sell
1,993
-8
-0.4% -$891 0.06% 157
2022
Q4
$240K Buy
+2,001
New +$240K 0.07% 141
2022
Q2
Sell
-1,992
Closed -$248K 149
2022
Q1
$248K Buy
1,992
+5
+0.3% +$622 0.07% 136
2021
Q4
$435K Buy
+1,987
New +$435K 0.15% 88