Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,861
Closed -$205K 142
2023
Q2
$205K Hold
1,861
0.22% 132
2023
Q1
$228K Hold
1,861
0.26% 116
2022
Q4
$218K Buy
+1,861
New +$218K 0.25% 112