Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-65,631
Closed -$962K 473
2023
Q2
$962K Sell
65,631
-5,519
-8% -$80.9K 0.11% 179
2023
Q1
$1.01M Hold
71,150
0.12% 181
2022
Q4
$1.01M Sell
71,150
-9,841
-12% -$140K 0.13% 181
2022
Q3
$1.46M Buy
+80,991
New +$1.46M 0.25% 119