Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-35,697
Closed -$538K 885
2023
Q1
$538K Buy
35,697
+6,253
+21% +$94.2K 0.01% 682
2022
Q4
$559K Buy
+29,444
New +$559K 0.01% 816