Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-12,865
Closed -$312K 692
2023
Q2
$312K Buy
12,865
+7,591
+144% +$184K 0.01% 525
2023
Q1
$121K Buy
5,274
+3,102
+143% +$71.4K ﹤0.01% 574
2022
Q4
$40.1K Hold
2,172
﹤0.01% 677
2022
Q3
$55K Buy
+2,172
New +$55K ﹤0.01% 665