Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-24,666
Closed -$279K 714
2023
Q2
$279K Buy
24,666
+5,310
+27% +$60.1K 0.02% 613
2023
Q1
$261K Hold
19,356
0.01% 619
2022
Q4
$261K Sell
19,356
-5,527
-22% -$74.5K 0.01% 619
2022
Q3
$304K Buy
24,883
+4,632
+23% +$56.6K 0.01% 549
2022
Q2
$283K Sell
20,251
-482
-2% -$6.74K 0.01% 652
2022
Q1
$297K Buy
+20,733
New +$297K 0.01% 668
2019
Q2
Sell
-11,609
Closed -$144K 820
2019
Q1
$144K Buy
+11,609
New +$144K 0.01% 757