Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-12,523
Closed -$178K 680
2023
Q1
$178K Sell
12,523
-12,456
-50% -$177K 0.02% 649
2022
Q4
$356K Buy
24,979
+12,554
+101% +$179K 0.03% 453
2022
Q3
$224K Sell
12,425
-600
-5% -$10.8K 0.01% 701
2022
Q2
$362K Buy
+13,025
New +$362K 0.01% 592