Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-5,765
Closed -$482K 141
2023
Q2
$482K Buy
5,765
+867
+18% +$72.5K 0.76% 28
2023
Q1
$358K Buy
+4,898
New +$358K 0.44% 87
2022
Q3
Sell
-3,812
Closed -$209K 388
2022
Q2
$209K Buy
+3,812
New +$209K 0.14% 270