Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-600
Closed -$16.2K 1094
2023
Q2
$16.2K Sell
600
-10,000
-94% -$270K ﹤0.01% 898
2023
Q1
$376K Hold
10,600
﹤0.01% 655
2022
Q4
$413K Buy
10,600
+600
+6% +$23.4K ﹤0.01% 684
2022
Q3
$605K Buy
+10,000
New +$605K ﹤0.01% 815