Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-500
Closed -$273K 69
2022
Q4
$273K Sell
500
-100
-17% -$54.6K 0.17% 55
2022
Q3
$249K Buy
+600
New +$249K 0.17% 52