Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,654
Closed -$224K 739
2023
Q2
$224K Sell
5,654
-2,219
-28% -$87.9K 0.01% 611
2023
Q1
$269K Buy
7,873
+425
+6% +$14.5K 0.01% 537
2022
Q4
$232K Sell
7,448
-1,657
-18% -$51.6K 0.01% 604
2022
Q3
$237K Sell
9,105
-510
-5% -$13.3K 0.01% 528
2022
Q2
$314K Buy
9,615
+914
+11% +$29.8K 0.01% 473
2022
Q1
$298K Buy
+8,701
New +$298K 0.01% 533