Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,298
Closed -$234K 1069
2023
Q2
$234K Sell
11,298
-2,098
-16% -$43.5K ﹤0.01% 933
2023
Q1
$323K Sell
13,396
-6,507
-33% -$157K 0.01% 777
2022
Q4
$572K Buy
+19,903
New +$572K 0.01% 574