Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-655
Closed -$30K 205
2022
Q4
$30K Hold
655
0.01% 148
2022
Q3
$26K Sell
655
-983
-60% -$39K 0.01% 139
2022
Q2
$84K Hold
1,638
0.02% 116
2022
Q1
$101K Buy
+1,638
New +$101K 0.02% 112