Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,363
Closed -$365K 182
2023
Q1
$365K Buy
2,363
+812
+52% +$125K 0.06% 116
2022
Q4
$204K Buy
+1,551
New +$204K 0.04% 153