Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-15,967
Closed -$216K 887
2022
Q4
$216K Sell
15,967
-1,474
-8% -$19.9K 0.01% 779
2022
Q3
$213K Sell
17,441
-3,321
-16% -$40.6K 0.01% 766
2022
Q2
$290K Buy
+20,762
New +$290K 0.02% 682
2021
Q4
Sell
-24,012
Closed -$327K 860
2021
Q3
$327K Sell
24,012
-3,012
-11% -$41K 0.02% 635
2021
Q2
$377K Buy
+27,024
New +$377K 0.03% 558
2019
Q2
Sell
-12,414
Closed -$154K 557
2019
Q1
$154K Buy
+12,414
New +$154K 0.03% 519