Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,575
Closed -$402K 283
2023
Q1
$402K Buy
1,575
+860
+120% +$220K 0.06% 229
2022
Q4
$237K Buy
+715
New +$237K 0.04% 264