Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-35,802
Closed -$401K 750
2023
Q1
$401K Sell
35,802
-1,041
-3% -$11.7K ﹤0.01% 696
2022
Q4
$330K Buy
+36,843
New +$330K ﹤0.01% 724