Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,700
Closed -$63.5K 354
2022
Q4
$63.5K Hold
4,700
0.04% 91
2022
Q3
$57K Hold
4,700
0.03% 86
2022
Q2
$66K Sell
4,700
-2,500
-35% -$35.1K 0.04% 79
2022
Q1
$103K Buy
7,200
+1,900
+36% +$27.2K 0.05% 69
2021
Q4
$67K Buy
+5,300
New +$67K 0.03% 83