Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,573
Closed -$104K 374
2022
Q4
$104K Sell
10,573
-3,286
-24% -$32.5K 0.03% 321
2022
Q3
$125K Buy
13,859
+2,640
+24% +$23.8K 0.05% 288
2022
Q2
$132K Sell
11,219
-3,687
-25% -$43.4K 0.05% 281
2022
Q1
$176K Buy
+14,906
New +$176K 0.07% 243