Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-499
Closed -$103K 417
2023
Q2
$103K Sell
499
-73
-13% -$15.1K 0.01% 407
2023
Q1
$131K Buy
+572
New +$131K 0.01% 364
2022
Q1
Sell
-917
Closed -$278K 344
2021
Q4
$278K Buy
+917
New +$278K 0.03% 275