Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,507
Closed -$202K 222
2023
Q1
$202K Buy
+3,507
New +$202K 0.02% 233
2022
Q3
Sell
-4,007
Closed -$210K 243
2022
Q2
$210K Hold
4,007
0.02% 234
2022
Q1
$220K Buy
+4,007
New +$220K 0.01% 243