Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,704
Closed -$235K 734
2023
Q2
$235K Sell
3,704
-21,659
-85% -$1.37M 0.01% 828
2023
Q1
$1.78M Buy
+25,363
New +$1.78M 0.07% 309
2022
Q3
Sell
-6,001
Closed -$446K 1964
2022
Q2
$446K Buy
+6,001
New +$446K 0.01% 891
2021
Q3
Sell
-3,000
Closed -$217K 1637
2021
Q2
$217K Buy
+3,000
New +$217K 0.01% 1233