Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-961
Closed -$232K 191
2022
Q4
$232K Buy
961
+27
+3% +$6.52K 0.1% 166
2022
Q3
$207K Hold
934
0.1% 164
2022
Q2
$223K Buy
934
+160
+21% +$38.2K 0.1% 153
2022
Q1
$246K Sell
774
-187
-19% -$59.4K 0.1% 179
2021
Q4
$385K Buy
+961
New +$385K 0.19% 111