Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-30,723
Closed -$1.32M 1133
2023
Q2
$1.32M Buy
30,723
+2,661
+9% +$114K 0.01% 524
2023
Q1
$1.15M Hold
28,062
0.01% 546
2022
Q4
$1.06M Buy
+28,062
New +$1.06M 0.01% 561