Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-20,000
Closed -$252K 58
2023
Q1
$252K Hold
20,000
0.07% 52
2022
Q4
$233K Buy
+20,000
New +$233K 0.07% 56