Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-35,729
Closed -$147K 382
2023
Q1
$147K Buy
35,729
+978
+3% +$4.02K 0.04% 336
2022
Q4
$153K Buy
+34,751
New +$153K 0.05% 300