Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,875
Closed -$777K 96
2023
Q1
$777K Buy
6,875
+2,639
+62% +$298K 0.52% 36
2022
Q4
$428K Buy
+4,236
New +$428K 0.61% 37