Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,773
Closed -$258K 370
2023
Q2
$258K Buy
8,773
+776
+10% +$22.8K 0.03% 342
2023
Q1
$214K Sell
7,997
-1,069
-12% -$28.6K 0.03% 370
2022
Q4
$282K Buy
+9,066
New +$282K 0.04% 323