Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,752
Closed -$37.2K 712
2023
Q2
$37.2K Sell
1,752
-683
-28% -$14.5K 0.03% 296
2023
Q1
$59.4K Buy
+2,435
New +$59.4K 0.05% 252
2022
Q3
Sell
-4,392
Closed -$74.1K 672
2022
Q2
$74.1K Buy
+4,392
New +$74.1K 0.06% 245