Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,914
Closed -$220K 417
2023
Q1
$220K Sell
4,914
-206
-4% -$9.23K 0.01% 346
2022
Q4
$225K Buy
5,120
+249
+5% +$10.9K 0.01% 350
2022
Q3
$204K Buy
4,871
+35
+0.7% +$1.47K 0.01% 352
2022
Q2
$238K Buy
+4,836
New +$238K 0.01% 346