Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-5,374
Closed -$267K 584
2023
Q1
$267K Sell
5,374
-119
-2% -$5.92K 0.03% 454
2022
Q4
$284K Buy
+5,493
New +$284K 0.05% 360