Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-55,016
Closed -$616K 558
2023
Q2
$616K Buy
55,016
+21,472
+64% +$240K 0.02% 618
2023
Q1
$380K Buy
33,544
+18,824
+128% +$213K 0.01% 873
2022
Q4
$199K Sell
14,720
-3,546
-19% -$47.9K 0.01% 1038
2022
Q3
$0 Sell
18,266
-12,780
-41% ﹤0.01% 1222
2022
Q2
$435K Buy
+31,046
New +$435K 0.01% 900