Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-382
Closed -$21.3K 793
2023
Q2
$21.3K Sell
382
-204
-35% -$11.4K ﹤0.01% 630
2023
Q1
$29.8K Buy
+586
New +$29.8K ﹤0.01% 624
2019
Q4
Sell
-59,134
Closed -$2.03M 516
2019
Q3
$2.03M Buy
+59,134
New +$2.03M 0.08% 93