Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-21,492
Closed -$199K 63
2023
Q2
$199K Sell
21,492
-1,408
-6% -$13K 0.01% 857
2023
Q1
$211K Sell
22,900
-34,120
-60% -$314K 0.01% 996
2022
Q4
$477K Buy
+57,020
New +$477K 0.02% 720