Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,814
Closed -$200K 321
2022
Q4
$200K Sell
2,814
-3,731
-57% -$266K 0.23% 203
2022
Q3
$563K Sell
6,545
-4,340
-40% -$373K 0.64% 27
2022
Q2
$760K Buy
10,885
+7,972
+274% +$557K 0.52% 46
2022
Q1
$337K Buy
2,913
+1,042
+56% +$121K 0.25% 148
2021
Q4
$353K Buy
+1,871
New +$353K 0.38% 86