Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-31,974
Closed -$1.93M 665
2023
Q2
$1.93M Sell
31,974
-1,019
-3% -$61.5K 0.03% 249
2023
Q1
$1.9M Sell
32,993
-424
-1% -$24.4K 0.03% 244
2022
Q4
$1.9M Buy
33,417
+951
+3% +$54.2K 0.03% 239
2022
Q3
$1.62M Sell
32,466
-1,598
-5% -$79.5K 0.03% 254
2022
Q2
$1.78M Buy
34,064
+2,224
+7% +$116K 0.03% 261
2022
Q1
$1.75M Buy
+31,840
New +$1.75M 0.03% 281