Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,798
Closed -$463K 612
2023
Q1
$463K Sell
2,798
-1,648
-37% -$273K 0.15% 258
2022
Q4
$663K Buy
+4,446
New +$663K 0.35% 95