Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,324
Closed -$289K 429
2023
Q1
$289K Buy
7,324
+441
+6% +$17.4K 0.2% 161
2022
Q4
$206K Buy
+6,883
New +$206K 0.17% 217