Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,605
Closed -$210K 441
2023
Q1
$210K Sell
5,605
-1,117
-17% -$41.8K 0.03% 324
2022
Q4
$249K Buy
+6,722
New +$249K 0.02% 319