Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,469
Closed -$229K 53
2022
Q4
$229K Sell
4,469
-2,603
-37% -$133K 0.21% 39
2022
Q3
$309K Hold
7,072
0.3% 26
2022
Q2
$371K Hold
7,072
0.35% 22
2022
Q1
$366K Buy
+7,072
New +$366K 0.27% 25