Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-596
Closed -$67.5K 843
2023
Q1
$67.5K Sell
596
-13,475
-96% -$1.53M ﹤0.01% 572
2022
Q4
$2.52M Buy
14,071
+9,410
+202% +$1.68M 0.05% 389
2022
Q3
$1.24M Buy
+4,661
New +$1.24M 0.03% 416