Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q2
Sell
-55,522
Closed -$1.76M 39
2023
Q1
$1.76M Sell
55,522
-24,538
-31% -$778K 1.78% 22
2022
Q4
$1.98M Buy
+80,060
New +$1.98M 1.56% 17