Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,150
Closed -$216K 153
2022
Q4
$216K Sell
2,150
-417
-16% -$41.8K 0.18% 131
2022
Q3
$237K Buy
+2,567
New +$237K 0.19% 123