Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-10,285
Closed -$302K 1782
2023
Q1
$302K Buy
10,285
+6,240
+154% +$183K 0.06% 639
2022
Q4
$193K Sell
4,045
-3,769
-48% -$180K 0.04% 859
2022
Q3
$352K Buy
+7,814
New +$352K 0.09% 408