Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,079
Closed -$303K 196
2023
Q2
$303K Buy
3,079
+272
+10% +$26.8K ﹤0.01% 695
2023
Q1
$204K Buy
+2,807
New +$204K ﹤0.01% 841
2022
Q2
Sell
-1,729
Closed -$262K 918
2022
Q1
$262K Buy
1,729
+153
+10% +$23.2K ﹤0.01% 760
2021
Q4
$281K Buy
+1,576
New +$281K ﹤0.01% 735