Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-19,716
Closed -$145K 205
2023
Q2
$145K Buy
19,716
+8,623
+78% +$63.2K 0.07% 203
2023
Q1
$25.7K Sell
11,093
-4,900
-31% -$11.4K 0.01% 219
2022
Q4
$63.3K Buy
+15,993
New +$63.3K 0.04% 188