Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$146K Sell
10,290
-45
-0.4% -$637 0.01% 218
2022
Q4
$183K Sell
10,335
-555
-5% -$9.85K 0.02% 215
2022
Q3
$358K Buy
+10,890
New +$358K 0.04% 168