Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,624
Closed -$98.5K 114
2023
Q1
$98.5K Sell
10,624
-5,326
-33% -$49.4K 0.07% 108
2022
Q4
$176K Buy
+15,950
New +$176K 0.12% 104