Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,212
Closed -$264K 1801
2023
Q2
$264K Sell
3,212
-4,476
-58% -$368K 0.01% 1380
2023
Q1
$542K Buy
+7,688
New +$542K 0.02% 855
2022
Q3
Sell
-5,393
Closed -$377K 1540
2022
Q2
$377K Buy
+5,393
New +$377K 0.02% 966