Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-36,218
Closed -$149K 284
2023
Q1
$149K Buy
36,218
+2,642
+8% +$10.9K 0.05% 277
2022
Q4
$148K Buy
+33,576
New +$148K 0.05% 275