Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,540
Closed -$516K 82
2023
Q1
$516K Buy
3,540
+2,059
+139% +$300K 0.52% 46
2022
Q4
$213K Buy
+1,481
New +$213K 0.24% 187