Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-14,686
Closed -$141K 241
2023
Q2
$141K Sell
14,686
-7,000
-32% -$67.1K 0.07% 219
2023
Q1
$201K Hold
21,686
0.11% 196
2022
Q4
$239K Hold
21,686
0.16% 174
2022
Q3
$286K Buy
+21,686
New +$286K 0.19% 120