Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-69,395
Closed -$298K 38
2023
Q1
$298K Sell
69,395
-16,669
-19% -$71.7K 0.12% 32
2022
Q4
$434K Buy
+86,064
New +$434K 0.28% 33