Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-127,717
Closed -$1.2M 3901
2023
Q2
$1.2M Buy
127,717
+6,159
+5% +$57.7K ﹤0.01% 3094
2023
Q1
$1.05M Buy
121,558
+25
+0% +$216 ﹤0.01% 3126
2022
Q4
$859K Buy
121,533
+101,277
+500% +$716K ﹤0.01% 3203
2022
Q3
$201K Buy
+20,256
New +$201K ﹤0.01% 3701