Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,031
Closed -$241K 759
2023
Q2
$241K Sell
4,031
-1,091
-21% -$65.3K 0.01% 824
2023
Q1
$248K Sell
5,122
-4,020
-44% -$194K 0.01% 949
2022
Q4
$391K Buy
9,142
+1,716
+23% +$73.3K 0.01% 801
2022
Q3
$221K Buy
+7,426
New +$221K 0.01% 1124