Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,000
Closed -$112K 159
2023
Q1
$112K Hold
1,000
﹤0.01% 132
2022
Q4
$93.1K Sell
1,000
-2,500
-71% -$233K ﹤0.01% 133
2022
Q3
$274K Buy
3,500
+500
+17% +$39.1K 0.01% 110
2022
Q2
$267K Buy
+3,000
New +$267K 0.01% 109