Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-32,000
Closed -$306K 660
2023
Q2
$306K Hold
32,000
﹤0.01% 691
2023
Q1
$322K Sell
32,000
-641
-2% -$6.44K 0.01% 666
2022
Q4
$266K Buy
32,641
+14,302
+78% +$116K ﹤0.01% 690
2022
Q3
$206K Hold
18,339
﹤0.01% 736
2022
Q2
$237K Sell
18,339
-222
-1% -$2.87K ﹤0.01% 758
2022
Q1
$222K Buy
+18,561
New +$222K ﹤0.01% 823