Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-18,996
Closed -$83K 294
2023
Q2
$83K Sell
18,996
-2,454
-11% -$10.7K 0.01% 303
2023
Q1
$95K Buy
21,450
+4,701
+28% +$20.8K 0.01% 322
2022
Q4
$141K Buy
+16,749
New +$141K 0.01% 315