Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,310
Closed -$363K 489
2022
Q4
$363K Sell
3,310
-1,992
-38% -$219K 0.07% 343
2022
Q3
$513K Buy
+5,302
New +$513K 0.08% 265