Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,200
Closed -$415K 146
2023
Q1
$415K Buy
1,200
+200
+20% +$69.1K 0.32% 41
2022
Q4
$295K Buy
+1,000
New +$295K 0.19% 64