Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,463
Closed -$568K 122
2023
Q1
$568K Buy
6,463
+2,861
+79% +$251K 0.31% 61
2022
Q4
$361K Buy
+3,602
New +$361K 0.21% 75
2022
Q3
Sell
-4,027
Closed -$436K 118
2022
Q2
$436K Buy
+4,027
New +$436K 0.28% 63