Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-24,069
Closed -$223K 606
2023
Q1
$223K Sell
24,069
-15,931
-40% -$148K 0.03% 149
2022
Q4
$441K Buy
+40,000
New +$441K 0.05% 128