Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,132
Closed -$214K 146
2022
Q4
$214K Sell
2,132
-1,176
-36% -$118K 0.08% 130
2022
Q3
$306K Sell
3,308
-447
-12% -$41.3K 0.12% 113
2022
Q2
$406K Hold
3,755
0.16% 99
2022
Q1
$467K Buy
+3,755
New +$467K 0.16% 94