Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,910
Closed -$119K 289
2023
Q2
$119K Sell
11,910
-660
-5% -$6.59K 0.01% 412
2023
Q1
$143K Buy
12,570
+450
+4% +$5.12K 0.01% 424
2022
Q4
$144K Sell
12,120
-650
-5% -$7.74K 0.01% 422
2022
Q3
$137K Sell
12,770
-530
-4% -$5.69K 0.01% 402
2022
Q2
$165K Buy
13,300
+1,340
+11% +$16.6K 0.01% 426
2022
Q1
$136K Sell
11,960
-1,356
-10% -$15.4K 0.01% 491
2021
Q4
$160K Buy
+13,316
New +$160K 0.01% 358