Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,515
Closed -$251K 1314
2023
Q2
$251K Buy
5,515
+618
+13% +$28.2K ﹤0.01% 930
2023
Q1
$219K Sell
4,897
-167
-3% -$7.48K ﹤0.01% 1030
2022
Q4
$223K Buy
5,064
+221
+5% +$9.71K ﹤0.01% 959
2022
Q3
$205K Sell
4,843
-759
-14% -$32.1K ﹤0.01% 923
2022
Q2
$275K Sell
5,602
-6,531
-54% -$321K 0.01% 854
2022
Q1
$673K Buy
+12,133
New +$673K 0.01% 723