Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-24,003
Closed -$195K 215
2023
Q1
$195K Hold
24,003
0.04% 225
2022
Q4
$192K Buy
24,003
+6,663
+38% +$53.3K 0.04% 220
2022
Q3
$106K Buy
+17,340
New +$106K 0.02% 215