Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-24,355
Closed -$97.4K 100
2023
Q2
$97.4K Hold
24,355
﹤0.01% 104
2023
Q1
$190K Sell
24,355
-120
-0.5% -$935 0.01% 111
2022
Q4
$109K Sell
24,475
-275
-1% -$1.23K ﹤0.01% 107
2022
Q3
$196K Sell
24,750
-130
-0.5% -$1.03K 0.01% 91
2022
Q2
$150K Buy
+24,880
New +$150K ﹤0.01% 97