Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,722
Closed -$495K 186
2023
Q1
$495K Sell
3,722
-1,905
-34% -$254K 0.13% 136
2022
Q4
$768K Buy
+5,627
New +$768K 0.2% 95