Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$319K Buy
1,983
+402
+25% +$64.8K 0.01% 915
2023
Q2
$231K Sell
1,581
-76
-5% -$11.1K 0.01% 931
2023
Q1
$241K Buy
+1,657
New +$241K 0.01% 840
2022
Q4
Sell
-2,394
Closed -$346K 949
2022
Q3
$346K Buy
+2,394
New +$346K 0.03% 568