Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-661
Closed -$264K 240
2023
Q1
$264K Sell
661
-193
-23% -$77.1K 0.02% 200
2022
Q4
$322K Buy
+854
New +$322K 0.02% 192