Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-2,105
Closed -$234K 324
2023
Q1
$234K Sell
2,105
-694
-25% -$77.3K 0.02% 277
2022
Q4
$335K Buy
2,799
+673
+32% +$80.6K 0.04% 226
2022
Q3
$213K Buy
+2,126
New +$213K 0.02% 278