Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,800
Closed -$221K 79
2023
Q1
$221K Sell
1,800
-13
-0.7% -$1.59K 0.18% 70
2022
Q4
$212K Buy
+1,813
New +$212K 0.18% 70