Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,286
Closed -$231K 183
2023
Q1
$231K Buy
2,286
+110
+5% +$11.1K 0.01% 144
2022
Q4
$217K Buy
+2,176
New +$217K 0.01% 165