Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-766
Closed -$62K 139
2023
Q2
$62K Sell
766
-1,282
-63% -$104K 0.01% 143
2023
Q1
$165K Sell
2,048
-516
-20% -$41.6K 0.02% 133
2022
Q4
$192K Buy
+2,564
New +$192K 0.03% 164
2022
Q3
Sell
-8,653
Closed -$599K 177
2022
Q2
$599K Buy
+8,653
New +$599K 0.09% 122