Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,050
Closed -$347K 81
2023
Q2
$347K Hold
1,050
0.48% 37
2023
Q1
$349K Sell
1,050
-3
-0.3% -$997 0.08% 97
2022
Q4
$254K Buy
+1,053
New +$254K 0.06% 122