Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-9,361
Closed -$291K 141
2023
Q2
$291K Buy
9,361
+303
+3% +$9.41K ﹤0.01% 707
2023
Q1
$246K Buy
9,058
+329
+4% +$8.93K ﹤0.01% 759
2022
Q4
$253K Buy
+8,729
New +$253K ﹤0.01% 717