Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-48,453
Closed -$73.2K 1099
2023
Q2
$73.2K Sell
48,453
-354,106
-88% -$535K ﹤0.01% 932
2023
Q1
$620K Buy
402,559
+71,912
+22% +$111K 0.02% 516
2022
Q4
$632K Buy
+330,647
New +$632K 0.02% 456
2022
Q1
Sell
-53,303
Closed -$228K 810
2021
Q4
$228K Buy
+53,303
New +$228K 0.01% 553