Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-25,688
Closed -$259K 309
2022
Q4
$259K Sell
25,688
-2,249
-8% -$22.6K 0.08% 115
2022
Q3
$279K Buy
+27,937
New +$279K 0.06% 151