Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,020
Closed -$215K 38
2023
Q2
$215K Buy
1,020
+20
+2% +$4.22K 0.19% 28
2023
Q1
$212K Buy
+1,000
New +$212K 0.19% 26