Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,311
Closed -$387K 395
2022
Q4
$387K Buy
4,311
+409
+10% +$36.7K 0.19% 167
2022
Q3
$389K Buy
+3,902
New +$389K 0.2% 161