Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-10,824
Closed -$133K 168
2023
Q2
$133K Buy
10,824
+603
+6% +$7.41K ﹤0.01% 867
2023
Q1
$123K Sell
10,221
-188
-2% -$2.27K ﹤0.01% 870
2022
Q4
$89.1K Buy
+10,409
New +$89.1K ﹤0.01% 848