Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$609K Buy
5,015
+117
+2% +$14.2K ﹤0.01% 389
2023
Q1
$752K Sell
4,898
-423
-8% -$65K ﹤0.01% 354
2022
Q4
$956K Buy
5,321
+1,902
+56% +$342K ﹤0.01% 314
2022
Q3
$404K Sell
3,419
-493
-13% -$58.3K ﹤0.01% 425
2022
Q2
$559K Buy
+3,912
New +$559K ﹤0.01% 403