Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,390
Closed -$261K 330
2023
Q2
$261K Sell
7,390
-1,303
-15% -$46K 0.01% 370
2023
Q1
$330K Buy
+8,693
New +$330K 0.01% 388
2021
Q2
Sell
-30,729
Closed -$748K 687
2021
Q1
$748K Buy
+30,729
New +$748K 0.01% 329