Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-1,193
Closed -$43.5K 242
2022
Q4
$43.5K Buy
1,193
+95
+9% +$3.46K 0.02% 232
2022
Q3
$50K Buy
1,098
+87
+9% +$3.96K 0.03% 232
2022
Q2
$63K Buy
+1,011
New +$63K 0.04% 229