Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,694
Closed -$235K 276
2022
Q4
$235K Sell
1,694
-487
-22% -$67.5K 0.05% 242
2022
Q3
$210K Sell
2,181
-11,753
-84% -$1.13M 0.05% 255
2022
Q2
$1.38M Buy
+13,934
New +$1.38M 0.3% 79