Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,964
Closed -$2.24M 325
2023
Q2
$2.24M Sell
4,964
-546
-10% -$246K 0.18% 136
2023
Q1
$2.68M Buy
5,510
+4,374
+385% +$2.12M 0.25% 121
2022
Q4
$582K Buy
+1,136
New +$582K 0.05% 242