Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,437
Closed -$219K 741
2023
Q2
$219K Buy
3,437
+172
+5% +$10.9K ﹤0.01% 813
2023
Q1
$218K Buy
+3,265
New +$218K ﹤0.01% 809