Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-25,173
Closed -$145K 360
2022
Q4
$145K Buy
25,173
+2,824
+13% +$16.2K 0.05% 304
2022
Q3
$114K Hold
22,349
0.05% 267
2022
Q2
$114K Buy
+22,349
New +$114K 0.05% 266