Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-744
Closed -$245K 183
2023
Q2
$245K Buy
+744
New +$245K 0.18% 149
2023
Q1
Sell
-779
Closed -$208K 181
2022
Q4
$208K Buy
+779
New +$208K 0.18% 124