Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,680
Closed -$239K 1127
2023
Q2
$239K Hold
3,680
0.01% 1038
2023
Q1
$203K Buy
+3,680
New +$203K 0.01% 1080
2022
Q1
Sell
-3,270
Closed -$155K 1587
2021
Q4
$155K Buy
+3,270
New +$155K 0.01% 722