Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-14,325
Closed -$67K 2882
2023
Q1
$67K Sell
14,325
-750
-5% -$3.51K ﹤0.01% 2631
2022
Q4
$60K Sell
15,075
-6,375
-30% -$25.4K ﹤0.01% 2592
2022
Q3
$97K Buy
+21,450
New +$97K ﹤0.01% 2213