Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-23,391
Closed -$170K 269
2023
Q1
$170K Sell
23,391
-31,957
-58% -$233K 0.21% 203
2022
Q4
$359K Buy
55,348
+37,534
+211% +$243K 0.41% 89
2022
Q3
$118K Buy
+17,814
New +$118K 0.13% 236