Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,250
Closed -$126K 200
2023
Q2
$126K Sell
11,250
-3,508
-24% -$39.4K 0.2% 190
2023
Q1
$107K Buy
14,758
+374
+3% +$2.7K 0.13% 230
2022
Q4
$134K Buy
+14,384
New +$134K 0.16% 227