Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-15,360
Closed -$291K 1238
2023
Q2
$291K Sell
15,360
-11,014
-42% -$209K 0.01% 928
2023
Q1
$402K Sell
26,374
-16,846
-39% -$257K 0.01% 780
2022
Q4
$550K Buy
+43,220
New +$550K 0.01% 663