Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$1.16M Buy
5,590
+2,599
+87% +$539K ﹤0.01% 304
2023
Q1
$590K Sell
2,991
-478
-14% -$94.2K ﹤0.01% 388
2022
Q4
$702K Sell
3,469
-400
-10% -$80.9K ﹤0.01% 367
2022
Q3
$681K Buy
3,869
+1,027
+36% +$181K ﹤0.01% 366
2022
Q2
$572K Buy
+2,842
New +$572K ﹤0.01% 398