Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,131
Closed -$201K 72
2022
Q4
$201K Sell
5,131
-3,826
-43% -$150K 0.09% 69
2022
Q3
$332K Hold
8,957
0.17% 52
2022
Q2
$379K Sell
8,957
-152
-2% -$6.43K 0.19% 50
2022
Q1
$420K Hold
9,109
0.24% 48
2021
Q4
$356K Buy
+9,109
New +$356K 0.2% 50