Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,560
Closed -$424K 180
2023
Q1
$424K Buy
1,560
+4
+0.3% +$1.09K 0.17% 83
2022
Q4
$326K Buy
+1,556
New +$326K 0.15% 97