Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-9,303
Closed -$1.71M 488
2023
Q2
$1.71M Sell
9,303
-8,423
-48% -$1.55M 0.04% 236
2023
Q1
$3.46M Buy
17,726
+9,587
+118% +$1.87M 0.09% 175
2022
Q4
$1.45M Buy
+8,139
New +$1.45M 0.03% 244