Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-11,527
Closed -$208K 103
2022
Q4
$208K Hold
11,527
0.34% 91
2022
Q3
$193K Sell
11,527
-3,295
-22% -$55.2K 0.31% 97
2022
Q2
$192K Buy
14,822
+5,026
+51% +$65.1K 0.27% 106
2022
Q1
$213K Buy
+9,796
New +$213K 0.26% 91