Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,178
Closed -$1.35M 542
2023
Q2
$1.35M Sell
8,178
-2,410
-23% -$397K 0.02% 458
2023
Q1
$1.95M Buy
10,588
+500
+5% +$92.3K 0.03% 390
2022
Q4
$1.49M Sell
10,088
-764
-7% -$113K 0.03% 428
2022
Q3
$1.53M Buy
+10,852
New +$1.53M 0.03% 397