Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-18,200
Closed -$201K 142
2022
Q4
$201K Hold
18,200
0.06% 129
2022
Q3
$240K Sell
18,200
-600
-3% -$7.91K 0.08% 124
2022
Q2
$249K Buy
+18,800
New +$249K 0.09% 119