Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,013
Closed -$238K 167
2022
Q4
$238K Sell
1,013
-60
-6% -$14.1K 0.05% 145
2022
Q3
$246K Buy
+1,073
New +$246K 0.05% 133