Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,700
Closed -$245K 839
2023
Q1
$245K Sell
8,700
-240
-3% -$6.75K 0.02% 678
2022
Q4
$226K Hold
8,940
0.02% 694
2022
Q3
$257K Sell
8,940
-300
-3% -$8.62K 0.02% 619
2022
Q2
$234K Buy
+9,240
New +$234K 0.02% 648