Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,027
Closed -$307K 474
2022
Q4
$307K Sell
5,027
-47
-0.9% -$2.87K 0.21% 206
2022
Q3
$342K Buy
+5,074
New +$342K 0.22% 188