Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,728
Closed -$214K 180
2023
Q2
$214K Buy
3,728
+8
+0.2% +$459 0.03% 167
2023
Q1
$224K Hold
3,720
0.04% 167
2022
Q4
$219K Hold
3,720
0.04% 168
2022
Q3
$213K Buy
+3,720
New +$213K 0.04% 162
2019
Q3
Sell
-17,590
Closed -$520K 166
2019
Q2
$520K Buy
+17,590
New +$520K 0.12% 113