Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,740
Closed -$295K 1241
2023
Q1
$295K Sell
6,740
-4,016
-37% -$176K 0.01% 903
2022
Q4
$415K Buy
+10,756
New +$415K 0.02% 779