Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-14,197
Closed -$211K 198
2023
Q2
$211K Sell
14,197
-1,846
-12% -$27.5K 0.33% 151
2023
Q1
$247K Sell
16,043
-1,092
-6% -$16.8K 0.3% 157
2022
Q4
$250K Buy
+17,135
New +$250K 0.29% 157