Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,213
Closed -$236K 7
2023
Q1
$236K Sell
6,213
-235
-4% -$8.92K 0.3% 108
2022
Q4
$225K Buy
+6,448
New +$225K 0.3% 109