Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-4,102
Closed -$170K 709
2023
Q2
$170K Buy
4,102
+2,551
+164% +$106K ﹤0.01% 621
2023
Q1
$93.3K Sell
1,551
-290
-16% -$17.4K ﹤0.01% 617
2022
Q4
$135K Hold
1,841
﹤0.01% 524
2022
Q3
$140K Buy
+1,841
New +$140K ﹤0.01% 497