Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,345
Closed -$241K 157
2023
Q1
$241K Buy
6,345
+122
+2% +$4.63K 0.03% 140
2022
Q4
$217K Buy
+6,223
New +$217K 0.03% 144