Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,000
Closed -$477K 150
2022
Q4
$477K Hold
7,000
0.11% 96
2022
Q3
$404K Buy
+7,000
New +$404K 0.18% 92