Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,612
Closed -$418K 2884
2023
Q1
$418K Sell
12,612
-2,241
-15% -$74.3K ﹤0.01% 1795
2022
Q4
$515K Buy
14,853
+469
+3% +$16.3K ﹤0.01% 1635
2022
Q3
$458K Buy
+14,384
New +$458K ﹤0.01% 1473