Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,522
Closed -$325K 246
2023
Q1
$325K Buy
1,522
+330
+28% +$70.5K 0.07% 180
2022
Q4
$232K Buy
+1,192
New +$232K 0.05% 197