Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,025
Closed -$225K 110
2023
Q1
$225K Buy
2,025
+15
+0.7% +$1.67K 0.01% 106
2022
Q4
$241K Buy
+2,010
New +$241K 0.01% 100