Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,102
Closed -$430K 281
2023
Q1
$430K Sell
6,102
-82
-1% -$5.78K 0.09% 163
2022
Q4
$424K Buy
+6,184
New +$424K 0.09% 157