Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,874
Closed -$208K 368
2022
Q4
$208K Buy
7,874
+1,258
+19% +$33.3K 0.17% 211
2022
Q3
$226K Buy
+6,616
New +$226K 0.28% 165