Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-725
Closed -$275K 707
2022
Q4
$275K Buy
725
+245
+51% +$92.8K 0.01% 447
2022
Q3
$169K Buy
480
+288
+150% +$101K ﹤0.01% 464
2022
Q2
$73K Buy
+192
New +$73K ﹤0.01% 385