Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,123
Closed -$1.18M 138
2022
Q4
$1.18M Buy
3,123
+600
+24% +$226K 0.39% 55
2022
Q3
$764K Buy
+2,523
New +$764K 0.28% 66