Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,991
Closed -$260K 549
2023
Q2
$260K Buy
4,991
+744
+18% +$38.8K 0.02% 449
2023
Q1
$221K Sell
4,247
-135
-3% -$7.01K 0.02% 436
2022
Q4
$221K Buy
+4,382
New +$221K 0.02% 471