Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,430
Closed -$327K 166
2023
Q1
$327K Hold
1,430
0.12% 109
2022
Q4
$248K Buy
+1,430
New +$248K 0.1% 132