Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-148
Closed -$35.8K 155
2023
Q2
$35.8K Sell
148
-251
-63% -$60.7K 0.01% 155
2023
Q1
$101K Buy
+399
New +$101K 0.01% 153
2022
Q3
Sell
-1,504
Closed -$369K 188
2022
Q2
$369K Buy
+1,504
New +$369K 0.05% 141