Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-802
Closed -$253K 255
2023
Q1
$253K Buy
802
+585
+270% +$184K 0.06% 233
2022
Q4
$65.1K Buy
+217
New +$65.1K 0.02% 317