Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-7,909
Closed -$216K 158
2022
Q4
$216K Buy
7,909
+262
+3% +$7.15K 0.12% 148
2022
Q3
$266K Buy
7,647
+207
+3% +$7.2K 0.15% 134
2022
Q2
$263K Sell
7,440
-20
-0.3% -$707 0.15% 133
2022
Q1
$309K Buy
+7,460
New +$309K 0.14% 147