Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,506
Closed -$284K 284
2023
Q1
$284K Buy
2,506
+471
+23% +$53.4K 0.09% 204
2022
Q4
$344K Buy
+2,035
New +$344K 0.12% 159