Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,000
Closed -$337K 126
2022
Q4
$337K Hold
4,000
0.08% 126
2022
Q3
$321K Buy
4,000
+1,594
+66% +$128K 0.14% 113
2022
Q2
$220K Buy
+2,406
New +$220K 0.05% 146