Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,982
Closed -$234K 750
2023
Q1
$234K Hold
8,982
0.01% 590
2022
Q4
$267K Sell
8,982
-2,700
-23% -$80.4K 0.01% 548
2022
Q3
$227K Buy
+11,682
New +$227K 0.01% 543