Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-900
Closed -$132K 1372
2023
Q2
$132K Buy
+900
New +$132K 0.01% 769
2022
Q2
Sell
-600
Closed -$125K 1310
2022
Q1
$125K Buy
600
+400
+200% +$83.3K 0.19% 128
2021
Q4
$49K Buy
+200
New +$49K 0.09% 315