Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-700
Closed -$228K 137
2022
Q4
$228K Sell
700
-1,500
-68% -$489K 0.13% 118
2022
Q3
$593K Buy
+2,200
New +$593K 0.33% 50