Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,313
Closed -$499K 173
2022
Q4
$499K Buy
8,313
+62
+0.8% +$3.72K 0.03% 113
2022
Q3
$510K Buy
+8,251
New +$510K 0.04% 117