Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,900
Closed -$491K 2210
2022
Q4
$491K Sell
7,900
-4,948
-39% -$308K 0.03% 786
2022
Q3
$937K Buy
+12,848
New +$937K 0.04% 650