Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-1,728
Closed -$418K 111
2023
Q1
$418K Buy
1,728
+304
+21% +$73.5K 0.22% 51
2022
Q4
$374K Hold
1,424
0.21% 57
2022
Q3
$321K Buy
+1,424
New +$321K 0.22% 52