Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,801
Closed -$352K 1285
2023
Q2
$352K Buy
3,801
+65
+2% +$6.01K 0.01% 680
2023
Q1
$347K Buy
+3,736
New +$347K 0.01% 635
2022
Q2
Sell
-3,613
Closed -$314K 1273
2022
Q1
$314K Buy
+3,613
New +$314K 0.01% 729
2021
Q3
Sell
-2,951
Closed -$235K 1002
2021
Q2
$235K Buy
+2,951
New +$235K 0.01% 828