Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,299
Closed -$393K 73
2023
Q2
$393K Buy
+3,299
New +$393K 0.1% 49
2022
Q3
Sell
-7,949
Closed -$555K 97
2022
Q2
$555K Sell
7,949
-535
-6% -$37.4K 0.16% 62
2022
Q1
$702K Buy
+8,484
New +$702K 0.19% 62