Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-300
Closed -$137K 108
2023
Q2
$137K Buy
300
+100
+50% +$45.8K 0.16% 50
2023
Q1
$89.2K Hold
200
0.07% 105
2022
Q4
$77.8K Buy
+200
New +$77.8K 0.05% 112