Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-77,622
Closed -$310K 832
2023
Q2
$310K Buy
77,622
+42,643
+122% +$171K 0.04% 769
2023
Q1
$272K Sell
34,979
-17,886
-34% -$139K 0.03% 659
2022
Q4
$236K Buy
52,865
+26,724
+102% +$119K 0.03% 445
2022
Q3
$207K Sell
26,141
-9,131
-26% -$72.3K 0.03% 463
2022
Q2
$212K Buy
35,272
+16,701
+90% +$100K 0.03% 509
2022
Q1
$239K Sell
18,571
-5,995
-24% -$77.2K 0.03% 383
2021
Q4
$244K Buy
+24,566
New +$244K 0.03% 743