Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,839
Closed -$265K 880
2023
Q2
$265K Buy
+2,839
New +$265K 0.01% 677
2023
Q1
Sell
-5,448
Closed -$442K 877
2022
Q4
$442K Sell
5,448
-550
-9% -$44.6K 0.02% 462
2022
Q3
$392K Buy
+5,998
New +$392K 0.02% 467