Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,914
Closed -$247K 985
2022
Q4
$247K Sell
6,914
-901
-12% -$32.2K 0.01% 770
2022
Q3
$227K Sell
7,815
-2,041
-21% -$59.3K 0.02% 717
2022
Q2
$221K Sell
9,856
-42
-0.4% -$942 0.02% 697
2022
Q1
$365K Buy
+9,898
New +$365K 0.03% 546