Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-77,200
Closed -$117K 732
2023
Q2
$117K Buy
77,200
+40,500
+110% +$61.6K 0.02% 585
2023
Q1
$56.5K Sell
36,700
-103,700
-74% -$160K 0.01% 682
2022
Q4
$267K Sell
140,400
-11,900
-8% -$22.6K 0.02% 554
2022
Q3
$347K Buy
+152,300
New +$347K 0.02% 561