Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-174
Closed -$33.5K 375
2023
Q2
$33.5K Sell
174
-51
-23% -$9.82K 0.01% 359
2023
Q1
$43.7K Buy
225
+9
+4% +$1.75K 0.01% 310
2022
Q4
$47.7K Sell
216
-5,232
-96% -$1.15M 0.02% 287
2022
Q3
$991K Buy
5,448
+424
+8% +$77.1K 0.39% 79
2022
Q2
$988K Buy
+5,024
New +$988K 0.35% 92