Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,544
Closed -$256K 73
2023
Q1
$256K Buy
1,544
+191
+14% +$31.6K 0.1% 60
2022
Q4
$202K Buy
+1,353
New +$202K 0.08% 68