Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,843
Closed -$448K 874
2023
Q1
$448K Buy
15,843
+2,802
+21% +$79.2K ﹤0.01% 790
2022
Q4
$357K Sell
13,041
-6,367
-33% -$174K ﹤0.01% 828
2022
Q3
$658K Buy
+19,408
New +$658K ﹤0.01% 785