Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,194
Closed -$115K 627
2023
Q1
$115K Buy
6,194
+2,258
+57% +$41.8K 0.04% 296
2022
Q4
$82.2K Buy
+3,936
New +$82.2K 0.06% 92