Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-22,566
Closed -$396K 229
2023
Q1
$396K Sell
22,566
-240
-1% -$4.21K 0.04% 155
2022
Q4
$290K Buy
+22,806
New +$290K 0.03% 183