Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,039
Closed -$415K 211
2023
Q1
$415K Buy
1,039
+148
+17% +$59.1K 0.18% 119
2022
Q4
$336K Buy
+891
New +$336K 0.17% 135