Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-752
Closed -$179K 152
2023
Q2
$179K Buy
752
+441
+142% +$105K 0.02% 101
2023
Q1
$70.1K Buy
311
+55
+21% +$12.4K 0.01% 112
2022
Q4
$53.2K Buy
+256
New +$53.2K 0.01% 114
2022
Q2
Sell
-222
Closed -$49.2K 156
2022
Q1
$49.2K Sell
222
-3,548
-94% -$787K ﹤0.01% 106
2021
Q4
$817K Buy
+3,770
New +$817K 0.06% 89