Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-885
Closed -$141K 87
2023
Q1
$141K Hold
885
0.07% 62
2022
Q4
$143K Buy
885
+150
+20% +$24.2K 0.07% 64
2022
Q3
$99K Hold
735
0.05% 64
2022
Q2
$113K Buy
735
+150
+26% +$23.1K 0.04% 68
2022
Q1
$95K Buy
+585
New +$95K 0.03% 93