Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,100
Closed -$78.7K 148
2023
Q1
$78.7K Sell
2,100
-5,578
-73% -$209K 0.01% 109
2022
Q4
$368K Buy
+7,678
New +$368K 0.08% 86