Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-19,276
Closed -$775K 266
2022
Q4
$775K Buy
19,276
+930
+5% +$37.4K 0.18% 145
2022
Q3
$627K Buy
+18,346
New +$627K 0.16% 154