Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-123,670
Closed -$464K 6
2022
Q4
$464K Sell
123,670
-3,400
-3% -$12.8K 0.16% 5
2022
Q3
$470K Buy
+127,070
New +$470K 0.1% 6