Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-9,792
Closed -$330K 352
2023
Q2
$330K Sell
9,792
-2,858
-23% -$96.4K 0.01% 329
2023
Q1
$399K Sell
12,650
-383
-3% -$12.1K 0.01% 350
2022
Q4
$340K Buy
13,033
+2,638
+25% +$68.7K 0.01% 246
2022
Q3
$281K Buy
+10,395
New +$281K 0.01% 241