Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-95
Closed -$5K 289
2022
Q4
$5K Sell
95
-55
-37% -$2.9K ﹤0.01% 256
2022
Q3
$6K Buy
+150
New +$6K ﹤0.01% 275