Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,511
Closed -$212K 65
2023
Q2
$212K Buy
2,511
+446
+22% +$37.7K 0.34% 146
2023
Q1
$230K Buy
+2,065
New +$230K 0.28% 170
2022
Q4
Sell
-2,218
Closed -$222K 318
2022
Q3
$222K Sell
2,218
-695
-24% -$69.6K 0.25% 183
2022
Q2
$213K Buy
+2,913
New +$213K 0.15% 266