Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-8,506
Closed -$419K 770
2023
Q1
$419K Sell
8,506
-7,922
-48% -$390K ﹤0.01% 811
2022
Q4
$879K Sell
16,428
-3,239
-16% -$173K 0.01% 723
2022
Q3
$906K Buy
+19,667
New +$906K 0.01% 728