Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,000
Closed -$151K 77
2023
Q2
$151K Hold
10,000
0.09% 83
2023
Q1
$126K Hold
10,000
0.07% 78
2022
Q4
$116K Buy
+10,000
New +$116K 0.07% 80