Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,664
Closed -$277K 231
2023
Q2
$277K Sell
3,664
-502
-12% -$38K 0.1% 195
2023
Q1
$291K Buy
+4,166
New +$291K 0.12% 178
2021
Q3
Sell
-3,836
Closed -$206K 121
2021
Q2
$206K Buy
+3,836
New +$206K 0.05% 299