Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-108,640
Closed -$263K 116
2022
Q4
$263K Buy
108,640
+19,000
+21% +$46K 0.46% 51
2022
Q3
$210K Buy
+89,640
New +$210K 0.28% 76