Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,186
Closed -$213K 299
2022
Q4
$213K Sell
5,186
-497
-9% -$20.4K 0.04% 249
2022
Q3
$221K Buy
+5,683
New +$221K 0.06% 242