Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-765
Closed -$24K 173
2022
Q4
$24K Buy
+765
New +$24K 0.01% 162
2022
Q3
Sell
-3,063
Closed -$100K 224
2022
Q2
$100K Hold
3,063
0.03% 102
2022
Q1
$104K Buy
+3,063
New +$104K 0.02% 109