Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,396
Closed -$208K 528
2022
Q4
$208K Sell
3,396
-140
-4% -$8.58K 0.02% 478
2022
Q3
$200K Buy
+3,536
New +$200K 0.02% 461
2022
Q2
Sell
-3,171
Closed -$222K 512
2022
Q1
$222K Hold
3,171
0.02% 448
2021
Q4
$222K Buy
+3,171
New +$222K 0.02% 448