Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,350
Closed -$281K 181
2022
Q4
$281K Buy
2,350
+296
+14% +$35.5K 0.04% 151
2022
Q3
$206K Buy
+2,054
New +$206K 0.03% 167