Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-4,372
Closed -$213K 1175
2023
Q1
$213K Sell
4,372
-1,200
-22% -$58.5K 0.01% 862
2022
Q4
$236K Buy
+5,572
New +$236K 0.01% 873