Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-445
Closed -$58K 2118
2022
Q4
$58K Buy
445
+2
+0.5% +$261 0.05% 665
2022
Q3
$66K Buy
443
+7
+2% +$1.04K 0.06% 578
2022
Q2
$56K Buy
436
+1
+0.2% +$128 0.04% 692
2022
Q1
$73K Buy
+435
New +$73K 0.05% 672