Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,200
Closed -$604K 746
2023
Q2
$604K Sell
7,200
-1,000
-12% -$83.9K 0.02% 354
2023
Q1
$677K Buy
8,200
+1,100
+15% +$90.8K 0.02% 327
2022
Q4
$362K Buy
+7,100
New +$362K 0.01% 471