Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,175
Closed -$554K 476
2022
Q4
$554K Sell
10,175
-22,922
-69% -$1.25M 0.29% 133
2022
Q3
$1.21M Buy
33,097
+4,630
+16% +$170K 0.48% 75
2022
Q2
$1.27M Buy
28,467
+1,840
+7% +$81.9K 0.47% 74
2022
Q1
$1.58M Buy
+26,627
New +$1.58M 0.71% 59