Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,280
Closed -$253K 137
2023
Q1
$253K Buy
3,280
+303
+10% +$23.4K 0.22% 122
2022
Q4
$228K Buy
+2,977
New +$228K 0.23% 121