Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,415
Closed -$770K 85
2022
Q4
$770K Sell
6,415
-10
-0.2% -$1.2K 1.02% 36
2022
Q3
$672K Buy
+6,425
New +$672K 0.86% 44