Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,243
Closed -$207K 108
2022
Q4
$207K Sell
5,243
-985
-16% -$38.8K 0.1% 105
2022
Q3
$236K Buy
+6,228
New +$236K 0.12% 93