Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,048
Closed -$212K 165
2022
Q4
$212K Sell
1,048
-2,549
-71% -$515K 0.05% 142
2022
Q3
$633K Sell
3,597
-23
-0.6% -$4.05K 0.14% 121
2022
Q2
$729K Buy
3,620
+594
+20% +$120K 0.16% 109
2022
Q1
$686K Buy
+3,026
New +$686K 0.15% 89