Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-26,682
Closed -$705K 77
2022
Q4
$705K Sell
26,682
-3,100
-10% -$81.9K 0.45% 51
2022
Q3
$767K Buy
+29,782
New +$767K 0.51% 49