Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-820
Closed -$90K 50
2022
Q4
$90K Hold
820
0.08% 88
2022
Q3
$79K Hold
820
0.06% 93
2022
Q2
$89K Hold
820
0.05% 93
2022
Q1
$97K Hold
820
0.06% 100
2021
Q4
$115K Buy
+820
New +$115K 0.07% 98