Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,000
Closed -$209K 452
2023
Q2
$209K Sell
2,000
-1,668
-45% -$174K 0.1% 319
2023
Q1
$448K Buy
3,668
+1,966
+116% +$240K 0.31% 82
2022
Q4
$212K Buy
+1,702
New +$212K 0.17% 205