Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-37,631
Closed -$246K 212
2023
Q2
$246K Sell
37,631
-66,724
-64% -$436K 0.01% 195
2023
Q1
$820K Buy
+104,355
New +$820K 0.03% 189
2022
Q3
Sell
-73,080
Closed -$737K 201
2022
Q2
$737K Hold
73,080
0.03% 179
2022
Q1
$966K Buy
+73,080
New +$966K 0.03% 189