Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-13,010
Closed -$128K 130
2023
Q2
$128K Buy
13,010
+1,475
+13% +$14.6K 0.2% 187
2023
Q1
$78.8K Sell
11,535
-170
-1% -$1.16K 0.1% 239
2022
Q4
$73.6K Sell
11,705
-6,674
-36% -$42K 0.09% 260
2022
Q3
$69K Buy
+18,379
New +$69K 0.08% 267