Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,025
Closed -$103K 191
2023
Q1
$103K Sell
1,025
-14
-1% -$1.41K 0.11% 163
2022
Q4
$91K Buy
+1,039
New +$91K 0.1% 168
2022
Q2
$83K Buy
1,048
+22
+2% +$1.74K 0.09% 173
2022
Q1
$90K Buy
+1,026
New +$90K 0.08% 168
2021
Q4
Sell
-1,026
Closed -$78K 193
2021
Q3
$78K Buy
+1,026
New +$78K 0.08% 172