Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-17,205
Closed -$242K 46
2023
Q2
$242K Sell
17,205
-2,269
-12% -$31.9K 0.01% 822
2023
Q1
$217K Sell
19,474
-4,954
-20% -$55.3K 0.01% 988
2022
Q4
$382K Buy
+24,428
New +$382K 0.01% 818