Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,000
Closed -$112K 175
2023
Q1
$112K Sell
12,000
-1,022
-8% -$9.53K 0.01% 199
2022
Q4
$239K Buy
+13,022
New +$239K 0.02% 133