Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-7,550
Closed -$300K 311
2023
Q1
$300K Buy
7,550
+1,076
+17% +$42.7K 0.37% 112
2022
Q4
$267K Buy
+6,474
New +$267K 0.31% 144