Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,620
Closed -$213K 852
2023
Q2
$213K Buy
1,620
+14
+0.9% +$1.84K 0.01% 796
2023
Q1
$217K Buy
1,606
+12
+0.8% +$1.62K 0.01% 787
2022
Q4
$221K Buy
+1,594
New +$221K 0.01% 778