Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-18,330
Closed -$311K 139
2023
Q2
$311K Buy
18,330
+1,312
+8% +$22.3K 0.34% 134
2023
Q1
$326K Hold
17,018
0.4% 117
2022
Q4
$249K Sell
17,018
-2,656
-14% -$38.9K 0.24% 167
2022
Q3
$291K Hold
19,674
0.29% 141
2022
Q2
$332K Buy
+19,674
New +$332K 0.31% 144