Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,641
Closed -$351K 204
2022
Q4
$351K Sell
6,641
-950
-13% -$50.2K 0.3% 102
2022
Q3
$328K Sell
7,591
-55
-0.7% -$2.38K 0.33% 100
2022
Q2
$370K Buy
+7,646
New +$370K 0.37% 89
2022
Q1
Sell
-6,558
Closed -$312K 158
2021
Q4
$312K Buy
+6,558
New +$312K 0.28% 142