Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,968
Closed -$246K 115
2022
Q4
$246K Hold
1,968
0.28% 65
2022
Q3
$208K Buy
+1,968
New +$208K 0.25% 70