Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,475
Closed -$127K 584
2022
Q4
$127K Buy
1,475
+205
+16% +$17.7K 0.02% 207
2022
Q3
$96K Hold
1,270
0.02% 226
2022
Q2
$112K Buy
1,270
+20
+2% +$1.76K 0.02% 258
2022
Q1
$186K Hold
1,250
0.03% 224
2021
Q4
$145K Buy
+1,250
New +$145K 0.02% 262