Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,825
Closed -$252K 176
2022
Q4
$252K Sell
11,825
-4,642
-28% -$98.9K 0.03% 150
2022
Q3
$365K Sell
16,467
-7,403
-31% -$164K 0.05% 124
2022
Q2
$591K Hold
23,870
0.07% 111
2022
Q1
$831K Hold
23,870
0.08% 104
2021
Q4
$907K Buy
+23,870
New +$907K 0.11% 88