Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-9,920
Closed -$278K 351
2023
Q1
$278K Sell
9,920
-132
-1% -$3.7K 0.07% 262
2022
Q4
$288K Sell
10,052
-1,451
-13% -$41.6K 0.09% 243
2022
Q3
$243K Buy
+11,503
New +$243K 0.09% 249