Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,593
Closed -$94.3K 766
2023
Q2
$94.3K Buy
+10,593
New +$94.3K 0.02% 469
2023
Q1
Sell
-75,555
Closed -$716K 629
2022
Q4
$716K Buy
75,555
+55,009
+268% +$521K 0.19% 164
2022
Q3
$229K Buy
+20,546
New +$229K 0.05% 429