Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-48,900
Closed -$472K 71
2022
Q4
$472K Buy
48,900
+20,000
+69% +$193K 0.35% 71
2022
Q3
$542K Buy
+28,900
New +$542K 0.44% 58