Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-1,372
Closed -$446K 620
2023
Q2
$446K Buy
1,372
+11
+0.8% +$3.58K 0.01% 578
2023
Q1
$369K Buy
1,361
+262
+24% +$71K 0.01% 624
2022
Q4
$235K Buy
+1,099
New +$235K ﹤0.01% 745
2022
Q1
Sell
-847
Closed -$219K 940
2021
Q4
$219K Buy
+847
New +$219K ﹤0.01% 848