Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-37,300
Closed -$350K 247
2023
Q2
$350K Buy
37,300
+17,100
+85% +$160K 0.02% 734
2023
Q1
$175K Buy
20,200
+4,000
+25% +$34.6K 0.01% 1034
2022
Q4
$115K Buy
+16,200
New +$115K ﹤0.01% 1197
2022
Q2
Sell
-36,032
Closed -$333K 1707
2022
Q1
$333K Buy
+36,032
New +$333K 0.01% 804