Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,424
Closed -$311K 1379
2023
Q1
$311K Sell
10,424
-20,161
-66% -$601K 0.01% 997
2022
Q4
$1.44M Hold
30,585
0.04% 659
2022
Q3
$1.23M Sell
30,585
-14,062
-31% -$566K 0.03% 685
2022
Q2
$1.7M Buy
+44,647
New +$1.7M 0.04% 594