Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,187
Closed -$363K 488
2023
Q1
$363K Sell
9,187
-1,357
-13% -$53.7K 0.05% 338
2022
Q4
$433K Buy
+10,544
New +$433K 0.07% 288