Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,396
Closed -$357K 804
2022
Q4
$357K Buy
4,396
+1,034
+31% +$83.9K ﹤0.01% 752
2022
Q3
$220K Sell
3,362
-2,375
-41% -$155K ﹤0.01% 846
2022
Q2
$386K Buy
5,737
+808
+16% +$54.4K ﹤0.01% 924
2022
Q1
$371K Buy
+4,929
New +$371K ﹤0.01% 919