Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,219
Closed -$225K 238
2022
Q4
$225K Hold
1,219
0.1% 189
2022
Q3
$202K Hold
1,219
0.1% 179
2022
Q2
$251K Buy
1,219
+279
+30% +$57.4K 0.11% 166
2022
Q1
$227K Buy
+940
New +$227K 0.08% 184