Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,065
Closed -$131K 354
2023
Q1
$131K Sell
1,065
-1,282
-55% -$157K 0.03% 263
2022
Q4
$275K Buy
2,347
+363
+18% +$42.5K 0.08% 213
2022
Q3
$165K Buy
+1,984
New +$165K 0.08% 236