Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,786
Closed -$465K 121
2022
Q4
$465K Sell
5,786
-222
-4% -$17.8K 0.03% 39
2022
Q3
$400K Buy
+6,008
New +$400K 0.03% 39