Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-57,966
Closed -$250K 1600
2022
Q4
$250K Buy
57,966
+8,486
+17% +$36.6K ﹤0.01% 1376
2022
Q3
$386K Buy
49,480
+23,940
+94% +$187K ﹤0.01% 1189
2022
Q2
$142K Buy
+25,540
New +$142K ﹤0.01% 1429