Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,631
Closed -$677K 482
2023
Q1
$677K Buy
1,631
+273
+20% +$113K 0.22% 177
2022
Q4
$545K Buy
+1,358
New +$545K 0.29% 135