Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,783
Closed -$210K 397
2023
Q2
$210K Sell
1,783
-811
-31% -$95.7K 0.01% 387
2023
Q1
$369K Buy
2,594
+375
+17% +$53.3K 0.03% 266
2022
Q4
$225K Buy
+2,219
New +$225K 0.02% 377