Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Hold
0
537
2023
Q2
Sell
-1,191
Closed -$290K 464
2023
Q1
$290K Buy
+1,191
New +$290K 0.01% 161
2022
Q4
Sell
-1,224
Closed -$301K 449
2022
Q3
$301K Sell
1,224
-550
-31% -$135K 0.01% 338
2022
Q2
$377K Buy
+1,774
New +$377K 0.01% 245
2021
Q4
Sell
-558
Closed -$372K 655
2021
Q3
$372K Buy
+558
New +$372K 0.01% 320