Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-9,903
Closed -$841K 429
2023
Q2
$841K Sell
9,903
-3,500
-26% -$297K ﹤0.01% 466
2023
Q1
$1.2M Buy
+13,403
New +$1.2M ﹤0.01% 470
2022
Q2
Sell
-12,739
Closed -$976K 706
2022
Q1
$976K Buy
+12,739
New +$976K ﹤0.01% 487