Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,420
Closed -$236K 271
2023
Q2
$236K Sell
1,420
-109
-7% -$18.1K 0.09% 224
2023
Q1
$227K Buy
+1,529
New +$227K 0.09% 235
2021
Q3
Sell
-3,746
Closed -$369K 236
2021
Q2
$369K Sell
3,746
-268
-7% -$26.4K 0.08% 214
2021
Q1
$331K Buy
+4,014
New +$331K 0.1% 189