Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,757
Closed -$440K 357
2023
Q2
$440K Sell
1,757
-484
-22% -$121K 0.01% 333
2023
Q1
$479K Hold
2,241
0.01% 364
2022
Q4
$435K Buy
2,241
+476
+27% +$92.4K 0.01% 353
2022
Q3
$324K Buy
+1,765
New +$324K 0.01% 366