Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,292
Closed -$312K 82
2023
Q1
$312K Sell
1,292
-41
-3% -$9.91K 0.28% 57
2022
Q4
$350K Buy
+1,333
New +$350K 0.26% 61