Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,643
Closed -$231K 189
2022
Q4
$231K Sell
1,643
-52
-3% -$7.3K 0.17% 166
2022
Q3
$218K Sell
1,695
-393
-19% -$50.5K 0.19% 160
2022
Q2
$295K Buy
+2,088
New +$295K 0.24% 128