Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$336K Hold
2,830
﹤0.01% 459
2023
Q1
$377K Sell
2,830
-2,300
-45% -$306K ﹤0.01% 442
2022
Q4
$719K Buy
5,130
+7
+0.1% +$982 ﹤0.01% 363
2022
Q3
$617K Buy
5,123
+706
+16% +$85K ﹤0.01% 377
2022
Q2
$628K Buy
+4,417
New +$628K ﹤0.01% 383
2017
Q3
Sell
-12,265
Closed -$836K 391
2017
Q2
$836K Buy
+12,265
New +$836K 0.01% 313