Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,161
Closed -$231K 994
2023
Q1
$231K Sell
6,161
-121
-2% -$4.54K ﹤0.01% 828
2022
Q4
$230K Sell
6,282
-2,915
-32% -$107K ﹤0.01% 860
2022
Q3
$319K Buy
+9,197
New +$319K ﹤0.01% 675