Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-39,342
Closed -$380K 529
2022
Q4
$380K Buy
39,342
+1,034
+3% +$10K 0.01% 533
2022
Q3
$719K Buy
+38,308
New +$719K 0.01% 478