Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,383
Closed -$460K 77
2023
Q2
$460K Buy
3,383
+1,545
+84% +$210K 0.73% 35
2023
Q1
$243K Buy
+1,838
New +$243K 0.3% 158
2022
Q1
Sell
-4,915
Closed -$364K 357
2021
Q4
$364K Buy
+4,915
New +$364K 0.39% 83