Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-48,430
Closed -$738K 126
2022
Q4
$738K Sell
48,430
-12,821
-21% -$195K 0.14% 73
2022
Q3
$856K Buy
+61,251
New +$856K 0.17% 72