Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-787
Closed -$244K 531
2022
Q4
$244K Buy
787
+166
+27% +$51.5K 0.02% 432
2022
Q3
$205K Buy
+621
New +$205K 0.02% 451