Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,500
Closed -$322K 112
2023
Q1
$322K Hold
3,500
0.04% 98
2022
Q4
$368K Buy
+3,500
New +$368K 0.05% 108