Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,379
Closed -$398K 193
2022
Q4
$398K Sell
2,379
-239
-9% -$40K 0.04% 116
2022
Q3
$399K Buy
2,618
+550
+27% +$83.8K 0.05% 115
2022
Q2
$289K Buy
+2,068
New +$289K 0.03% 172