Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-15,579
Closed -$266K 2837
2023
Q1
$266K Sell
15,579
-8,014
-34% -$137K ﹤0.01% 2161
2022
Q4
$448K Buy
23,593
+8,563
+57% +$163K ﹤0.01% 1724
2022
Q3
$264K Buy
+15,030
New +$264K ﹤0.01% 1865