Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-357
Closed -$42.4K 153
2023
Q2
$42.4K Sell
357
-599
-63% -$71.2K 0.01% 152
2023
Q1
$127K Sell
956
-1,162
-55% -$155K 0.02% 144
2022
Q4
$297K Buy
2,118
+728
+52% +$102K 0.05% 139
2022
Q3
$167K Sell
1,390
-1,067
-43% -$128K 0.03% 157
2022
Q2
$349K Buy
+2,457
New +$349K 0.05% 143