Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,569
Closed -$279K 1264
2023
Q1
$279K Sell
11,569
-28
-0.2% -$675 ﹤0.01% 1059
2022
Q4
$186K Buy
+11,597
New +$186K ﹤0.01% 1127
2022
Q3
Sell
-9,347
Closed -$201K 1200
2022
Q2
$201K Buy
+9,347
New +$201K ﹤0.01% 1095
2022
Q1
Sell
-7,138
Closed -$203K 1173
2021
Q4
$203K Buy
+7,138
New +$203K ﹤0.01% 1123