Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,100
Closed -$363K 1223
2023
Q2
$363K Sell
1,100
-2,100
-66% -$693K 0.02% 514
2023
Q1
$1.07M Buy
+3,200
New +$1.07M 0.07% 270
2022
Q2
Sell
-400
Closed -$127K 1176
2022
Q1
$127K Buy
400
+200
+100% +$63.5K 0.19% 123
2021
Q4
$80K Buy
+200
New +$80K 0.15% 172