Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-13,458
Closed -$160K 569
2022
Q4
$160K Buy
13,458
+1,844
+16% +$22K ﹤0.01% 593
2022
Q3
$125K Sell
11,614
-7,103
-38% -$76.2K ﹤0.01% 603
2022
Q2
$233 Sell
18,717
-6,040
-24% -$75 ﹤0.01% 599
2022
Q1
$281K Buy
+24,757
New +$281K ﹤0.01% 587