Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,464
Closed -$277K 463
2022
Q4
$277K Buy
10,464
+52
+0.5% +$1.37K 0.04% 354
2022
Q3
$235K Buy
+10,412
New +$235K 0.05% 324