Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-12,000
Closed -$85.8K 75
2022
Q4
$85.8K Sell
12,000
-1,000
-8% -$7.15K 0.07% 49
2022
Q3
$80K Buy
13,000
+500
+4% +$3.08K 0.1% 50
2022
Q2
$89K Buy
+12,500
New +$89K 0.1% 86