Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-663
Closed -$236K 310
2023
Q1
$236K Buy
663
+32
+5% +$11.4K 0.02% 364
2022
Q4
$206K Buy
+631
New +$206K 0.02% 362