Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,100
Closed -$232K 149
2022
Q4
$232K Buy
+5,100
New +$232K 0.08% 133
2022
Q3
Sell
-5,100
Closed -$232K 142
2022
Q2
$232K Hold
5,100
0.09% 137
2022
Q1
$459K Hold
5,100
0.17% 105
2021
Q4
$304K Buy
+5,100
New +$304K 0.11% 129