Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-21,816
Closed -$245K 548
2023
Q2
$245K Buy
21,816
+3,607
+20% +$40.5K 0.12% 269
2023
Q1
$132K Buy
18,209
+2,554
+16% +$18.5K 0.09% 274
2022
Q4
$146K Buy
+15,655
New +$146K 0.12% 237