Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,363
Closed -$178K 540
2023
Q1
$178K Buy
6,363
+3,063
+93% +$85.8K 0.06% 177
2022
Q4
$94.6K Buy
+3,300
New +$94.6K 0.07% 61