Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-272
Closed -$90.5K 727
2023
Q1
$90.5K Buy
272
+60
+28% +$20K ﹤0.01% 1367
2022
Q4
$51.2K Buy
+212
New +$51.2K ﹤0.01% 1595