Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-15,625
Closed -$236K 30
2023
Q2
$236K Hold
15,625
0.04% 34
2023
Q1
$196K Buy
15,625
+3,275
+27% +$41.1K 0.03% 37
2022
Q4
$143K Buy
+12,350
New +$143K 0.03% 41