Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-20
Closed -$3K 628
2023
Q2
$3K Sell
20
-4,980
-100% -$747K ﹤0.01% 494
2023
Q1
$828K Hold
5,000
0.03% 114
2022
Q4
$745K Hold
5,000
0.03% 113
2022
Q3
$742K Hold
5,000
0.03% 114
2022
Q2
$706K Buy
+5,000
New +$706K 0.03% 125