Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-25,661
Closed -$436K 307
2023
Q2
$436K Sell
25,661
-121,309
-83% -$2.06M ﹤0.01% 502
2023
Q1
$2.82M Buy
+146,970
New +$2.82M 0.01% 367
2022
Q4
Sell
-70,998
Closed -$1M 649
2022
Q3
$1M Buy
+70,998
New +$1M ﹤0.01% 525