Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,343
Closed -$384K 219
2023
Q2
$384K Buy
+2,343
New +$384K 0.09% 86
2022
Q3
Sell
-5,000
Closed -$522K 253
2022
Q2
$522K Buy
+5,000
New +$522K 0.06% 120
2022
Q1
Hold
0
281
2021
Q4
Hold
0
341
2021
Q3
Hold
0
303