Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-31,314
Closed -$395K 85
2023
Q1
$395K Sell
31,314
-6,655
-18% -$83.9K 0.33% 52
2022
Q4
$442K Buy
+37,969
New +$442K 0.41% 51