Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-870
Closed -$216K 326
2023
Q2
$216K Sell
870
-50
-5% -$12.4K 0.02% 384
2023
Q1
$210K Buy
+920
New +$210K 0.01% 404
2022
Q3
Sell
-970
Closed -$220K 440
2022
Q2
$220K Buy
+970
New +$220K 0.02% 400