Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-126,555
Closed -$45K 4543
2022
Q4
$45K Buy
126,555
+28,074
+29% +$9.98K ﹤0.01% 3814
2022
Q3
$119K Sell
98,481
-952
-1% -$1.15K ﹤0.01% 3348
2022
Q2
$129K Buy
99,433
+3,525
+4% +$4.57K ﹤0.01% 3364
2022
Q1
$293K Buy
+95,908
New +$293K ﹤0.01% 3106