Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-6,200
Closed -$1.29M 158
2023
Q1
$1.29M Sell
6,200
-5,400
-47% -$1.12M 1% 16
2022
Q4
$1.43M Buy
+11,600
New +$1.43M 0.94% 15