Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,337
Closed -$380K 465
2023
Q1
$380K Buy
+2,337
New +$380K 0.24% 164
2022
Q3
Sell
-2,764
Closed -$285K 465
2022
Q2
$285K Sell
2,764
-2,061
-43% -$213K 0.2% 236
2022
Q1
$543K Buy
+4,825
New +$543K 0.44% 54