Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,000
Closed -$287K 92
2022
Q4
$287K Hold
10,000
0.34% 60
2022
Q3
$211K Buy
+10,000
New +$211K 0.29% 73