Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,558
Closed -$110K 186
2023
Q2
$110K Sell
10,558
-35,805
-77% -$373K 0.01% 181
2023
Q1
$471K Buy
46,363
+20,640
+80% +$209K 0.06% 142
2022
Q4
$255K Buy
25,723
+14,200
+123% +$141K 0.03% 185
2022
Q3
$112K Buy
11,523
+2,300
+25% +$22.4K 0.01% 226
2022
Q2
$89K Buy
+9,223
New +$89K 0.01% 221