Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-39,197
Closed -$347K 500
2023
Q1
$347K Sell
39,197
-5,611
-13% -$49.7K 0.04% 469
2022
Q4
$425K Buy
+44,808
New +$425K 0.05% 469