Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,879
Closed -$279K 121
2022
Q4
$279K Sell
3,879
-413
-10% -$29.7K 0.06% 106
2022
Q3
$241K Sell
4,292
-2,453
-36% -$138K 0.06% 105
2022
Q2
$373K Buy
+6,745
New +$373K 0.09% 93