Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,000
Closed -$318K 170
2022
Q4
$318K Hold
7,000
0.04% 126
2022
Q3
$342K Buy
+7,000
New +$342K 0.04% 112