Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-7
Closed -$249 349
2023
Q2
$249 Hold
7
﹤0.01% 325
2023
Q1
$249 Sell
7
-9,000
-100% -$320K ﹤0.01% 349
2022
Q4
$316K Buy
+9,007
New +$316K 0.08% 129