Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-202
Closed -$64.9K 150
2023
Q2
$64.9K Sell
202
-333
-62% -$107K 0.01% 142
2023
Q1
$163K Sell
535
-98
-15% -$29.8K 0.02% 135
2022
Q4
$196K Buy
+633
New +$196K 0.03% 163