Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,500
Closed -$102K 517
2023
Q2
$102K Sell
10,500
-434
-4% -$4.21K ﹤0.01% 437
2023
Q1
$115K Buy
10,934
+414
+4% +$4.35K ﹤0.01% 422
2022
Q4
$103K Sell
10,520
-100
-0.9% -$975 ﹤0.01% 415
2022
Q3
$167K Sell
10,620
-1
-0% -$16 ﹤0.01% 490
2022
Q2
$231K Buy
10,621
+421
+4% +$9.16K 0.01% 400
2022
Q1
$323K Sell
10,200
-1,000
-9% -$31.7K 0.01% 324
2021
Q4
$355K Buy
+11,200
New +$355K 0.01% 286