Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-33,595
Closed -$274K 662
2023
Q3
$274K Hold
33,595
﹤0.01% 497
2023
Q2
$426K Hold
33,595
﹤0.01% 467
2023
Q1
$700K Hold
33,595
0.01% 450
2022
Q4
$763K Buy
+33,595
New +$763K 0.01% 426