Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-13,028
Closed -$116K 35
2023
Q2
$116K Buy
+13,028
New +$116K 0.18% 194
2022
Q4
Sell
-11,429
Closed -$241K 301
2022
Q3
$241K Sell
11,429
-5,859
-34% -$124K 0.28% 160
2022
Q2
$325K Buy
17,288
+9,181
+113% +$173K 0.22% 158
2022
Q1
$294K Buy
+8,107
New +$294K 0.22% 175