Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,945
Closed -$127K 101
2023
Q2
$127K Sell
2,945
-1,050
-26% -$45.1K 0.01% 83
2023
Q1
$164K Sell
3,995
-650
-14% -$26.7K 0.02% 74
2022
Q4
$180K Sell
4,645
-212
-4% -$8.22K 0.02% 72
2022
Q3
$203K Hold
4,857
0.03% 62
2022
Q2
$224K Buy
+4,857
New +$224K 0.03% 76