Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,529
Closed -$283K 252
2023
Q2
$283K Sell
1,529
-70
-4% -$12.9K ﹤0.01% 723
2023
Q1
$260K Buy
1,599
+30
+2% +$4.88K ﹤0.01% 727
2022
Q4
$232K Buy
+1,569
New +$232K ﹤0.01% 749