Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,684
Closed -$178K 504
2023
Q1
$178K Buy
4,684
+1,384
+42% +$52.5K 0.06% 178
2022
Q4
$115K Buy
+3,300
New +$115K 0.09% 43