Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-25,500
Closed -$458K 808
2022
Q4
$458K Buy
25,500
+14,500
+132% +$260K 0.02% 420
2022
Q3
$231K Buy
+11,000
New +$231K 0.01% 537