Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,385
Closed -$289K 260
2022
Q4
$289K Sell
3,385
-1,264
-27% -$108K 0.33% 124
2022
Q3
$488K Sell
4,649
-2,777
-37% -$291K 0.56% 46
2022
Q2
$662K Sell
7,426
-1,422
-16% -$127K 0.46% 60
2022
Q1
$1.52M Buy
+8,848
New +$1.52M 1.14% 5