Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-8,409
Closed -$335K 417
2022
Q4
$335K Buy
8,409
+1,309
+18% +$52.1K 0.02% 338
2022
Q3
$229K Buy
7,100
+382
+6% +$12.3K 0.01% 372
2022
Q2
$234K Buy
+6,718
New +$234K 0.01% 382