Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,034
Closed -$248K 947
2023
Q1
$248K Buy
2,034
+71
+4% +$8.67K 0.01% 760
2022
Q4
$245K Buy
+1,963
New +$245K 0.01% 754