Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,115
Closed -$216K 582
2023
Q1
$216K Buy
4,115
+23
+0.6% +$1.21K 0.01% 495
2022
Q4
$209K Buy
+4,092
New +$209K 0.01% 533