Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-41,142
Closed -$255K 453
2023
Q1
$255K Sell
41,142
-68,757
-63% -$426K 0.04% 308
2022
Q4
$740K Buy
+109,899
New +$740K 0.07% 193