Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,470
Closed -$214K 221
2023
Q1
$214K Buy
+1,470
New +$214K 0.12% 203
2022
Q2
Sell
-1,003
Closed -$210K 221
2022
Q1
$210K Buy
1,003
+39
+4% +$8.17K 0.08% 200
2021
Q4
$236K Sell
964
-58
-6% -$14.2K 0.06% 194
2021
Q3
$203K Sell
1,022
-296
-22% -$58.8K 0.04% 192
2021
Q2
$246K Buy
+1,318
New +$246K 0.04% 131
2021
Q1
Sell
-689
Closed -$121K 608
2020
Q4
$121K Buy
+689
New +$121K 0.01% 121