Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,073
Closed -$191K 1467
2023
Q2
$191K Sell
10,073
-46,545
-82% -$883K 0.01% 835
2023
Q1
$862K Buy
+56,618
New +$862K 0.09% 218
2022
Q4
Sell
-32,883
Closed -$190K 1769
2022
Q3
$190K Buy
32,883
+12,661
+63% +$73.2K 0.02% 891
2022
Q2
$65K Buy
+20,222
New +$65K 0.01% 1052