Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-27,000
Closed -$193K 147
2023
Q1
$193K Sell
27,000
-51,038
-65% -$365K 0.01% 132
2022
Q4
$398K Buy
+78,038
New +$398K 0.03% 119