Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-11,914
Closed -$190K 134
2023
Q2
$190K Sell
11,914
-1,740
-13% -$27.8K 0.08% 114
2023
Q1
$263K Buy
13,654
+109
+0.8% +$2.1K 0.12% 89
2022
Q4
$249K Buy
+13,545
New +$249K 0.14% 75