Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,749
Closed -$221K 121
2023
Q1
$221K Buy
1,749
+5
+0.3% +$632 0.15% 88
2022
Q4
$204K Buy
+1,744
New +$204K 0.21% 73