Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,684
Closed -$459K 711
2023
Q1
$459K Buy
+2,684
New +$459K 0.01% 515
2021
Q3
Sell
-1,973
Closed -$275K 661
2021
Q2
$275K Sell
1,973
-8,864
-82% -$1.24M 0.03% 381
2021
Q1
$1.36M Buy
+10,837
New +$1.36M 0.2% 151