Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-687
Closed -$237K 320
2023
Q2
$237K Hold
687
0.02% 305
2023
Q1
$217K Sell
687
-56
-8% -$17.7K 0.02% 323
2022
Q4
$223K Buy
+743
New +$223K 0.02% 322
2022
Q2
Sell
-640
Closed -$208K 351
2022
Q1
$208K Buy
+640
New +$208K 0.02% 358