Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,763
Closed -$48.5K 338
2023
Q2
$48.5K Sell
11,763
-1,452
-11% -$5.98K 0.01% 298
2023
Q1
$50.6K Sell
13,215
-4,479
-25% -$17.2K 0.01% 280
2022
Q4
$60.7K Buy
17,694
+1,619
+10% +$5.55K 0.01% 264
2022
Q3
$64K Buy
16,075
+5,656
+54% +$22.5K 0.02% 243
2022
Q2
$63K Buy
+10,419
New +$63K 0.02% 247