Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-6,045
Closed -$1.62M 123
2022
Q4
$1.62M Buy
6,045
+355
+6% +$94.9K 0.46% 75
2022
Q3
$1.4M Buy
+5,690
New +$1.4M 0.44% 77