Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,000
Closed -$157K 88
2023
Q1
$157K Hold
2,000
0.08% 59
2022
Q4
$169K Hold
2,000
0.08% 58
2022
Q3
$161K Hold
2,000
0.07% 52
2022
Q2
$183K Sell
2,000
-2,100
-51% -$192K 0.06% 57
2022
Q1
$489K Buy
+4,100
New +$489K 0.15% 43