Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-111,411
Closed -$582K 504
2022
Q4
$582K Buy
111,411
+967
+0.9% +$5.05K 0.02% 495
2022
Q3
$804K Buy
+110,444
New +$804K 0.02% 479