Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-551
Closed -$246K 265
2023
Q2
$246K Hold
551
0.03% 258
2023
Q1
$267K Sell
551
-49
-8% -$23.8K 0.04% 260
2022
Q4
$307K Buy
+600
New +$307K 0.05% 244