Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,790
Closed -$129K 229
2023
Q1
$129K Sell
6,790
-5,658
-45% -$108K 0.04% 94
2022
Q4
$247K Buy
+12,448
New +$247K 0.11% 84