Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-3,533
Closed -$364K 506
2023
Q1
$364K Sell
3,533
-365
-9% -$37.6K 0.05% 287
2022
Q4
$470K Buy
+3,898
New +$470K 0.07% 213