Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,771
Closed -$126K 223
2022
Q4
$126K Buy
+4,771
New +$126K 0.01% 181
2022
Q2
Sell
-5,765
Closed -$236K 201
2022
Q1
$236K Buy
5,765
+994
+21% +$40.7K 0.01% 199
2021
Q4
$262K Buy
+4,771
New +$262K 0.01% 199