Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-31,000
Closed -$202K 642
2022
Q4
$202K Hold
31,000
0.02% 506
2022
Q3
$224K Hold
31,000
0.02% 490
2022
Q2
$252K Hold
31,000
0.02% 426
2022
Q1
$235K Hold
31,000
0.02% 510
2021
Q4
$330K Buy
31,000
+5,000
+19% +$53.2K 0.03% 393
2021
Q3
$328K Buy
+26,000
New +$328K 0.03% 349