Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-15,751
Closed -$556K 148
2023
Q2
$556K Buy
15,751
+2,443
+18% +$86.3K 0.02% 658
2023
Q1
$505K Buy
13,308
+3,542
+36% +$134K 0.02% 778
2022
Q4
$341K Buy
+9,766
New +$341K 0.01% 842