Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-6,762
Closed -$234K 170
2023
Q2
$234K Sell
6,762
-1,904
-22% -$65.9K 0.17% 150
2023
Q1
$309K Sell
8,666
-1,373
-14% -$49K 0.26% 116
2022
Q4
$455K Buy
+10,039
New +$455K 0.39% 68