Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Hold
0
661
2022
Q4
Hold
0
716
2022
Q1
Sell
-6,000
Closed -$329K 824
2021
Q4
$329K Sell
6,000
-9,033
-60% -$495K ﹤0.01% 406
2021
Q3
$1.07M Buy
+15,033
New +$1.07M 0.01% 254