Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,028
Closed -$287K 44
2023
Q1
$287K Sell
7,028
-80
-1% -$3.26K 0.22% 27
2022
Q4
$364K Sell
7,108
-163
-2% -$8.35K 0.38% 25
2022
Q3
$318K Sell
7,271
-124
-2% -$5.42K 0.38% 23
2022
Q2
$388K Buy
7,395
+681
+10% +$35.7K 0.46% 21
2022
Q1
$348K Sell
6,714
-37
-0.5% -$1.92K 0.35% 18
2021
Q4
$399K Buy
+6,751
New +$399K 0.27% 17