Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-34,103
Closed -$233K 4489
2023
Q2
$233K Buy
34,103
+3,866
+13% +$26.4K ﹤0.01% 3767
2023
Q1
$180K Sell
30,237
-746
-2% -$4.45K ﹤0.01% 3902
2022
Q4
$196K Buy
+30,983
New +$196K ﹤0.01% 3881