Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-751
Closed -$352K 461
2023
Q2
$352K Sell
751
-518
-41% -$243K 0.01% 333
2023
Q1
$710K Buy
1,269
+7
+0.6% +$3.92K 0.02% 216
2022
Q4
$587K Buy
1,262
+17
+1% +$7.91K 0.02% 234
2022
Q3
$525K Buy
1,245
+518
+71% +$218K 0.02% 226
2022
Q2
$300K Buy
+727
New +$300K 0.01% 322