Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-12,830
Closed -$173K 293
2022
Q4
$173K Sell
12,830
-1,017
-7% -$13.7K 0.06% 266
2022
Q3
$169K Sell
13,847
-4,048
-23% -$49.4K 0.06% 249
2022
Q2
$250K Buy
+17,895
New +$250K 0.08% 241
2021
Q4
Sell
-23,788
Closed -$324K 320
2021
Q3
$324K Sell
23,788
-258
-1% -$3.51K 0.08% 234
2021
Q2
$335K Buy
+24,046
New +$335K 0.09% 230