Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,548
Closed -$174K 1977
2023
Q1
$174K Sell
11,548
-2,338
-17% -$35.2K 0.01% 1346
2022
Q4
$264K Buy
+13,886
New +$264K 0.01% 1121