Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-50,831
Closed -$583K 240
2023
Q2
$583K Hold
50,831
0.01% 498
2023
Q1
$562K Buy
50,831
+305
+0.6% +$3.37K 0.01% 497
2022
Q4
$448K Buy
50,526
+171
+0.3% +$1.52K 0.01% 558
2022
Q3
$425K Buy
+50,355
New +$425K 0.01% 544