Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,248
Closed -$204K 109
2023
Q1
$204K Hold
1,248
0.16% 102
2022
Q4
$224K Buy
+1,248
New +$224K 0.19% 96