Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,536
Closed -$102K 280
2022
Q4
$102K Sell
11,536
-7,378
-39% -$65.4K 0.12% 248
2022
Q3
$160K Buy
18,914
+1,591
+9% +$13.5K 0.18% 214
2022
Q2
$171K Buy
+17,323
New +$171K 0.12% 299