Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-14,144
Closed -$1.22M 598
2023
Q2
$1.22M Buy
14,144
+849
+6% +$73.5K 0.06% 408
2023
Q1
$1.11M Sell
13,295
-16,342
-55% -$1.36M 0.04% 459
2022
Q4
$2.61M Buy
+29,637
New +$2.61M 0.1% 216
2022
Q3
Sell
-2,887
Closed -$237K 1861
2022
Q2
$237K Sell
2,887
-2,751
-49% -$226K 0.01% 1231
2022
Q1
$567K Buy
+5,638
New +$567K 0.02% 627