Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-467
Closed -$32K 198
2022
Q4
$32K Hold
467
0.01% 142
2022
Q3
$29K Sell
467
-700
-60% -$43.5K 0.01% 134
2022
Q2
$87K Hold
1,167
0.03% 110
2022
Q1
$84K Buy
+1,167
New +$84K 0.02% 119