Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,605
Closed -$110K 151
2022
Q4
$110K Buy
10,605
+553
+6% +$5.71K 0.02% 148
2022
Q3
$209K Buy
+10,052
New +$209K 0.04% 141