Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,816
Closed -$602K 359
2023
Q2
$602K Sell
1,816
-8
-0.4% -$2.65K 0.01% 491
2023
Q1
$444K Sell
1,824
-21
-1% -$5.11K 0.01% 574
2022
Q4
$433K Buy
1,845
+93
+5% +$21.8K 0.01% 571
2022
Q3
$391K Buy
1,752
+533
+44% +$119K 0.01% 562
2022
Q2
$218K Buy
1,219
+41
+3% +$7.33K ﹤0.01% 783
2022
Q1
$216K Buy
1,178
+158
+15% +$29K ﹤0.01% 832
2021
Q4
$212K Buy
+1,020
New +$212K ﹤0.01% 860