Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-22,989
Closed -$411K 309
2023
Q2
$411K Buy
22,989
+11,002
+92% +$197K 0.06% 204
2023
Q1
$242K Buy
+11,987
New +$242K 0.04% 250
2021
Q4
Sell
-4,697
Closed -$207K 266
2021
Q3
$207K Buy
4,697
+104
+2% +$4.58K 0.04% 247
2021
Q2
$256K Buy
+4,593
New +$256K 0.06% 226