Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,237
Closed -$224K 161
2022
Q4
$224K Sell
2,237
-89
-4% -$8.92K 0.15% 133
2022
Q3
$215K Sell
2,326
-80
-3% -$7.4K 0.15% 135
2022
Q2
$260K Buy
+2,406
New +$260K 0.18% 128