Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,020
Closed -$209K 593
2022
Q4
$209K Sell
1,020
-1,697
-62% -$348K 0.02% 164
2022
Q3
$492K Buy
+2,717
New +$492K 0.05% 119
2022
Q2
Sell
-2,790
Closed -$645K 596
2022
Q1
$645K Buy
2,790
+912
+49% +$211K 0.06% 122
2021
Q4
$530K Buy
+1,878
New +$530K 0.05% 198