Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-15,435
Closed -$250K 1028
2022
Q4
$250K Sell
15,435
-71
-0.5% -$1.15K ﹤0.01% 963
2022
Q3
$287K Buy
+15,506
New +$287K ﹤0.01% 873