Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,718
Closed -$29K 215
2022
Q4
$29K Hold
2,718
0.03% 181
2022
Q3
$25K Hold
2,718
0.02% 192
2022
Q2
$22K Hold
2,718
0.01% 209
2022
Q1
$27K Hold
2,718
0.02% 208
2021
Q4
$20K Buy
+2,718
New +$20K 0.01% 237