Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-32,078
Closed -$1.09M 641
2023
Q2
$1.09M Hold
32,078
0.01% 587
2023
Q1
$1.37M Sell
32,078
-304
-0.9% -$12.9K 0.02% 558
2022
Q4
$1.47M Buy
32,382
+842
+3% +$38.3K 0.02% 528
2022
Q3
$1.06M Hold
31,540
0.02% 560
2022
Q2
$1.44M Buy
+31,540
New +$1.44M 0.03% 522