Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,552
Closed -$208K 50
2023
Q2
$208K Buy
2,552
+27
+1% +$2.2K 0.01% 48
2023
Q1
$218K Sell
2,525
-369
-13% -$31.9K 0.01% 45
2022
Q4
$257K Buy
+2,894
New +$257K 0.01% 17
2022
Q3
Sell
-2,421
Closed -$219K 35
2022
Q2
$219K Buy
+2,421
New +$219K 0.01% 31