Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,351
Closed -$172K 991
2023
Q1
$172K Sell
12,351
-2,817
-19% -$39.2K 0.01% 908
2022
Q4
$200K Buy
+15,168
New +$200K 0.01% 834