Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-12,132
Closed -$406K 84
2023
Q2
$406K Buy
+12,132
New +$406K 0.64% 44
2022
Q3
Sell
-17,838
Closed -$667K 352
2022
Q2
$667K Buy
17,838
+8,436
+90% +$315K 0.46% 58
2022
Q1
$466K Buy
+9,402
New +$466K 0.35% 92