Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,037
Closed -$229K 315
2022
Q4
$229K Sell
5,037
-2,705
-35% -$123K 0.26% 169
2022
Q3
$272K Buy
+7,742
New +$272K 0.31% 133