Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,969
Closed -$226K 550
2023
Q1
$226K Buy
5,969
+68
+1% +$2.58K 0.03% 499
2022
Q4
$206K Buy
+5,901
New +$206K 0.03% 505