Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,670
Closed -$178K 6591
2022
Q4
$178K Buy
10,670
+487
+5% +$8.13K ﹤0.01% 4451
2022
Q3
$191K Sell
10,183
-3,984
-28% -$74.7K ﹤0.01% 4612
2022
Q2
$258K Buy
+14,167
New +$258K ﹤0.01% 4239