Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,211
Closed -$231K 320
2023
Q1
$231K Buy
5,211
+342
+7% +$15.2K 0.06% 270
2022
Q4
$202K Buy
+4,869
New +$202K 0.06% 281