Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,144
Closed -$131K 599
2023
Q2
$131K Buy
1,144
+518
+83% +$59.2K 0.07% 411
2023
Q1
$71K Sell
626
-39
-6% -$4.42K 0.04% 400
2022
Q4
$119K Buy
+665
New +$119K 0.08% 324