Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-25,132
Closed -$75.1K 505
2023
Q2
$75.1K Sell
25,132
-28,661
-53% -$85.7K 0.01% 464
2023
Q1
$186K Buy
53,793
+36,993
+220% +$128K 0.03% 423
2022
Q4
$70.2K Buy
+16,800
New +$70.2K ﹤0.01% 408