Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-21,796
Closed -$1.15M 186
2022
Q4
$1.15M Buy
21,796
+841
+4% +$44.4K 0.32% 84
2022
Q3
$906K Buy
20,955
+462
+2% +$20K 0.28% 86
2022
Q2
$992K Buy
20,493
+1,230
+6% +$59.5K 0.29% 91
2022
Q1
$1.05M Buy
+19,263
New +$1.05M 0.27% 97