Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-35,016
Closed -$2.84M 152
2022
Q4
$2.84M Buy
35,016
+147
+0.4% +$11.9K 0.65% 50
2022
Q3
$2.28M Buy
34,869
+2,223
+7% +$145K 0.62% 57
2022
Q2
$2.2M Buy
32,646
+2,924
+10% +$197K 0.63% 52
2022
Q1
$2.24M Buy
+29,722
New +$2.24M 0.65% 50