Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-45,923
Closed -$2.29M 516
2023
Q2
$2.29M Sell
45,923
-1,149
-2% -$57.4K 0.05% 200
2023
Q1
$2.58M Buy
47,072
+27,409
+139% +$1.5M 0.06% 204
2022
Q4
$1.21M Buy
+19,663
New +$1.21M 0.03% 267