Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,500
Closed -$74K 747
2023
Q2
$74K Hold
1,500
0.09% 134
2023
Q1
$59K Sell
1,500
-500
-25% -$19.7K 0.07% 161
2022
Q4
$82K Buy
+2,000
New +$82K 0.11% 150
2018
Q3
Sell
-83
Closed -$2K 1184
2018
Q2
$2K Buy
+83
New +$2K ﹤0.01% 745