Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,820
Closed -$230K 410
2022
Q4
$230K Sell
4,820
-4,720
-49% -$225K 0.11% 227
2022
Q3
$430K Buy
+9,540
New +$430K 0.22% 155