Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7,238
Closed -$243K 58
2023
Q2
$243K Sell
7,238
-217
-3% -$7.28K 0.34% 51
2023
Q1
$219K Sell
7,455
-25
-0.3% -$734 0.33% 53
2022
Q4
$201K Buy
+7,480
New +$201K 0.28% 52