Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,756
Closed -$215K 76
2023
Q1
$215K Buy
1,756
+5
+0.3% +$613 0.11% 64
2022
Q4
$205K Buy
+1,751
New +$205K 0.12% 65