Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,555
Closed -$226K 118
2023
Q1
$226K Sell
6,555
-110
-2% -$3.79K 0.07% 105
2022
Q4
$219K Buy
+6,665
New +$219K 0.08% 110