Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,496
Closed -$217K 270
2023
Q2
$217K Sell
2,496
-159
-6% -$13.8K 0.08% 239
2023
Q1
$236K Buy
+2,655
New +$236K 0.09% 229
2021
Q3
Sell
-1,346
Closed -$226K 230
2021
Q2
$226K Buy
+1,346
New +$226K 0.05% 285