Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-95,728
Closed -$286K 736
2022
Q4
$286K Buy
95,728
+33,386
+54% +$99.7K ﹤0.01% 649
2022
Q3
$289K Buy
62,342
+238
+0.4% +$1.1K ﹤0.01% 659
2022
Q2
$58K Buy
+62,104
New +$58K ﹤0.01% 698