Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-144
Closed -$28K 406
2022
Q4
$28K Hold
144
0.02% 348
2022
Q3
$26K Hold
144
0.02% 354
2022
Q2
$31K Sell
144
-23
-14% -$4.95K 0.02% 337
2022
Q1
$41K Hold
167
0.02% 327
2021
Q4
$52K Buy
+167
New +$52K 0.03% 298