Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-20,723
Closed -$146K 729
2023
Q1
$146K Buy
20,723
+3,923
+23% +$27.7K 0.05% 222
2022
Q4
$120K Buy
+16,800
New +$120K 0.09% 39