Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,062
Closed -$269K 93
2023
Q1
$269K Buy
3,062
+299
+11% +$26.3K 0.26% 82
2022
Q4
$277K Buy
+2,763
New +$277K 0.27% 79