Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,100
Closed -$414K 69
2023
Q1
$414K Sell
6,100
-2,000
-25% -$136K 0.33% 46
2022
Q4
$486K Hold
8,100
0.92% 28
2022
Q3
$522K Buy
+8,100
New +$522K 1.15% 24