Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,082
Closed -$301K 520
2023
Q1
$301K Buy
1,082
+154
+17% +$42.8K 0.06% 397
2022
Q4
$257K Buy
+928
New +$257K 0.05% 407