Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-56,977
Closed -$462K 51
2023
Q2
$462K Sell
56,977
-1,245
-2% -$10.1K 0.65% 25
2023
Q1
$359K Buy
58,222
+595
+1% +$3.67K 0.54% 30
2022
Q4
$374K Buy
+57,627
New +$374K 0.53% 27