Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,211
Closed -$250K 306
2023
Q1
$250K Buy
1,211
+9
+0.7% +$1.86K 0.04% 248
2022
Q4
$201K Buy
+1,202
New +$201K 0.03% 249