Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-17,422
Closed -$245K 242
2023
Q2
$245K Sell
17,422
-1,245
-7% -$17.5K 0.05% 220
2023
Q1
$208K Buy
+18,667
New +$208K 0.04% 226
2022
Q3
Sell
-10,752
Closed -$107K 217
2022
Q2
$107K Buy
10,752
+557
+5% +$5.54K 0.02% 189
2022
Q1
$147K Buy
+10,195
New +$147K 0.02% 190
2021
Q3
Sell
-9,461
Closed -$244K 259
2021
Q2
$244K Buy
+9,461
New +$244K 0.04% 242