Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,094
Closed -$188K 121
2023
Q2
$188K Buy
+10,094
New +$188K 0.3% 168
2023
Q1
Sell
-10,274
Closed -$169K 312
2022
Q4
$169K Sell
10,274
-4,525
-31% -$74.4K 0.2% 214
2022
Q3
$217K Buy
14,799
+2,381
+19% +$34.9K 0.25% 188
2022
Q2
$174K Buy
+12,418
New +$174K 0.12% 297