Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-35,602
Closed -$78K 1685
2023
Q2
$78K Buy
+35,602
New +$78K 0.01% 1086
2022
Q3
Sell
-11,508
Closed -$142K 2055
2022
Q2
$142K Buy
+11,508
New +$142K 0.01% 860
2021
Q3
Sell
-10,782
Closed -$342K 1810
2021
Q2
$342K Buy
+10,782
New +$342K 0.03% 649