Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,588
Closed -$599K 56
2022
Q4
$599K Buy
1,588
+670
+73% +$253K 0.75% 43
2022
Q3
$278K Buy
+918
New +$278K 0.29% 72