Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-33,550
Closed -$129K 687
2023
Q1
$129K Buy
+33,550
New +$129K ﹤0.01% 679
2022
Q4
Sell
-29,086
Closed -$180K 706
2022
Q3
$180K Hold
29,086
0.01% 611
2022
Q2
$110K Buy
+29,086
New +$110K ﹤0.01% 648