Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,467
Closed -$189K 592
2023
Q2
$189K Buy
11,467
+1,368
+14% +$22.6K 0.01% 538
2023
Q1
$153K Buy
+10,099
New +$153K 0.01% 545
2020
Q3
Sell
-11,357
Closed -$226K 449
2020
Q2
$226K Buy
+11,357
New +$226K 0.01% 370