Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,703
Closed -$82.5K 219
2022
Q4
$82.5K Hold
1,703
0.07% 93
2022
Q3
$65K Hold
1,703
0.05% 111
2022
Q2
$85K Hold
1,703
0.05% 99
2022
Q1
$87K Hold
1,703
0.05% 113
2021
Q4
$85K Buy
+1,703
New +$85K 0.05% 117