Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,653
Closed -$212K 4
2023
Q2
$212K Sell
1,653
-39
-2% -$5K ﹤0.01% 821
2023
Q1
$210K Buy
+1,692
New +$210K ﹤0.01% 823
2022
Q2
Sell
-1,591
Closed -$273K 907
2022
Q1
$273K Buy
1,591
+161
+11% +$27.6K ﹤0.01% 745
2021
Q4
$238K Hold
1,430
﹤0.01% 804
2021
Q3
$240K Buy
+1,430
New +$240K ﹤0.01% 770