Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-237
Closed -$133K 273
2023
Q1
$133K Sell
237
-2
-0.8% -$1.12K 0.04% 201
2022
Q4
$111K Buy
+239
New +$111K 0.03% 206