Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,477
Closed -$254K 373
2023
Q2
$254K Sell
2,477
-11
-0.4% -$1.13K ﹤0.01% 755
2023
Q1
$270K Buy
2,488
+32
+1% +$3.47K ﹤0.01% 713
2022
Q4
$265K Buy
+2,456
New +$265K ﹤0.01% 691
2022
Q3
Sell
-1,897
Closed -$201K 842
2022
Q2
$201K Buy
+1,897
New +$201K ﹤0.01% 824