Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-47,638
Closed -$1.65M 297
2022
Q4
$1.65M Buy
+47,638
New +$1.65M 0.34% 130
2022
Q3
Sell
-50,204
Closed -$1.22M 283
2022
Q2
$1.22M Sell
50,204
-5,044
-9% -$123K 0.3% 154
2022
Q1
$1.59M Buy
+55,248
New +$1.59M 0.3% 143