Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,728
Closed -$355K 701
2022
Q4
$355K Sell
6,728
-1,278
-16% -$67.4K 0.01% 497
2022
Q3
$346K Buy
8,006
+771
+11% +$33.3K 0.01% 496
2022
Q2
$350K Buy
+7,235
New +$350K 0.01% 468