Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-36,690
Closed -$224K 77
2022
Q4
$224K Hold
36,690
0.18% 68
2022
Q3
$299K Hold
36,690
0.26% 53
2022
Q2
$260K Hold
36,690
0.21% 59
2022
Q1
$552K Hold
36,690
0.42% 38
2021
Q4
$484K Buy
+36,690
New +$484K 0.38% 50