Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,254
Closed -$340K 449
2023
Q2
$340K Buy
+3,254
New +$340K 0.04% 365
2022
Q4
Sell
-3,021
Closed -$319K 408
2022
Q3
$319K Buy
3,021
+481
+19% +$50.8K 0.06% 330
2022
Q2
$272K Buy
+2,540
New +$272K 0.06% 335