Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-19,196
Closed -$292K 336
2022
Q4
$292K Sell
19,196
-5,940
-24% -$90.5K 0.02% 241
2022
Q3
$351K Buy
+25,136
New +$351K 0.04% 199