Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
Sell
-1,000
Closed -$50K 47
2022
Q3
$50K Hold
1,000
0.05% 65
2022
Q2
$56K Buy
+1,000
New +$56K 0.05% 65