Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-34,489
Closed -$166K 688
2023
Q2
$166K Hold
34,489
0.02% 515
2023
Q1
$132K Hold
34,489
0.02% 523
2022
Q4
$129K Buy
34,489
+6,933
+25% +$26K 0.02% 568
2022
Q3
$102K Buy
+27,556
New +$102K 0.02% 779