Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,009
Closed -$407K 634
2023
Q2
$407K Sell
7,009
-5,095
-42% -$296K 0.02% 688
2023
Q1
$668K Buy
+12,104
New +$668K 0.03% 639
2022
Q3
Sell
-3,855
Closed -$248K 1881
2022
Q2
$248K Buy
+3,855
New +$248K 0.01% 1206