Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-16,011
Closed -$159K 910
2022
Q4
$159K Sell
16,011
-13,014
-45% -$129K ﹤0.01% 868
2022
Q3
$347K Buy
29,025
+9,931
+52% +$119K 0.01% 671
2022
Q2
$606K Buy
+19,094
New +$606K 0.01% 505