Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,689
Closed -$339K 138
2023
Q1
$339K Sell
10,689
-1,045
-9% -$33.1K 0.3% 103
2022
Q4
$290K Buy
+11,734
New +$290K 0.29% 104