Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-18,658
Closed -$179K 259
2023
Q1
$179K Sell
18,658
-850
-4% -$8.18K 0.01% 245
2022
Q4
$217K Buy
19,508
+1,254
+7% +$14K 0.01% 222
2022
Q3
$156K Buy
+18,254
New +$156K 0.01% 222