Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,336
Closed -$216K 16
2023
Q2
$216K Buy
+1,336
New +$216K 0.34% 140
2022
Q4
Sell
-1,838
Closed -$208K 276
2022
Q3
$208K Sell
1,838
-2,406
-57% -$272K 0.24% 197
2022
Q2
$466K Buy
4,244
+2,244
+112% +$246K 0.32% 97
2022
Q1
$266K Buy
+2,000
New +$266K 0.2% 195