Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-499
Closed -$273K 618
2022
Q4
$273K Buy
499
+14
+3% +$7.65K 0.01% 582
2022
Q3
$201K Buy
485
+113
+30% +$46.8K 0.01% 422
2022
Q2
$167K Sell
372
-276
-43% -$124K 0.01% 453
2022
Q1
$433K Buy
648
+207
+47% +$138K 0.02% 484
2021
Q4
$351K Buy
+441
New +$351K 0.03% 367