Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,870
Closed -$344K 271
2023
Q1
$344K Buy
1,870
+299
+19% +$55K 0.07% 174
2022
Q4
$257K Buy
+1,571
New +$257K 0.05% 188