Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-20,880
Closed -$137K 1420
2022
Q4
$137K Sell
20,880
-8,821
-30% -$57.7K 0.01% 1167
2022
Q3
$241K Sell
29,701
-2,158
-7% -$17.5K 0.01% 1089
2022
Q2
$227K Buy
+31,859
New +$227K 0.01% 1256