Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-23,923
Closed -$226K 182
2023
Q1
$226K Sell
23,923
-18,240
-43% -$172K 0.08% 145
2022
Q4
$460K Buy
+42,163
New +$460K 0.31% 85