Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,882
Closed -$201K 253
2022
Q4
$201K Buy
+2,882
New +$201K 0.08% 237
2022
Q2
Sell
-3,546
Closed -$215K 164
2022
Q1
$215K Hold
3,546
0.14% 170
2021
Q4
$210K Buy
+3,546
New +$210K 0.14% 166