Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
$343K Buy
4,095
+789
+24% +$66K 0.04% 223
2023
Q1
$291K Buy
+3,306
New +$291K 0.04% 231
2022
Q2
$488K Sell
4,514
-465
-9% -$50.3K 0.13% 102
2022
Q1
$620K Buy
+4,979
New +$620K 0.1% 133