Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-8,976
Closed -$149K 712
2023
Q2
$149K Buy
8,976
+6,246
+229% +$103K ﹤0.01% 630
2023
Q1
$47.9K Sell
2,730
-79
-3% -$1.39K ﹤0.01% 684
2022
Q4
$35.7K Hold
2,809
﹤0.01% 683
2022
Q3
$35K Buy
+2,809
New +$35K ﹤0.01% 692