Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,300
Closed -$39K 50
2023
Q2
$39K Buy
2,300
+2,000
+667% +$33.9K 0.02% 42
2023
Q1
$6K Buy
+300
New +$6K ﹤0.01% 42
2022
Q3
Sell
-200
Closed -$6K 45
2022
Q2
$6K Sell
200
-6,300
-97% -$189K ﹤0.01% 47
2022
Q1
$188K Buy
+6,500
New +$188K 0.1% 23