Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-33,761
Closed -$1.06M 225
2022
Q4
$1.06M Sell
33,761
-19,436
-37% -$610K 0.04% 171
2022
Q3
$1.31M Hold
53,197
0.1% 100
2022
Q2
$1.39M Buy
+53,197
New +$1.39M 0.06% 160