Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-39,091
Closed -$637K 330
2023
Q1
$637K Buy
39,091
+30,931
+379% +$504K 0.25% 124
2022
Q4
$206K Buy
+8,160
New +$206K 0.14% 265