Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-12,103
Closed -$41.5K 336
2022
Q4
$41.5K Sell
12,103
-11,006
-48% -$37.8K 0.05% 269
2022
Q3
$92K Buy
+23,109
New +$92K 0.11% 252
2022
Q2
Sell
-10,555
Closed -$125K 497
2022
Q1
$125K Buy
+10,555
New +$125K 0.09% 306