Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-750
Closed -$90.7K 455
2023
Q2
$90.7K Buy
+750
New +$90.7K 0.04% 286
2022
Q3
Sell
-533
Closed -$168K 359
2022
Q2
$168K Buy
+533
New +$168K 0.12% 213