Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,396
Closed -$207K 989
2022
Q4
$207K Sell
1,396
-627
-31% -$92.8K 0.01% 823
2022
Q3
$286K Buy
+2,023
New +$286K 0.02% 651