Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-4,895
Closed -$573K 105
2022
Q4
$573K Sell
4,895
-700
-13% -$81.9K 0.26% 71
2022
Q3
$465K Buy
+5,595
New +$465K 0.22% 72