Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-36,367
Closed -$1.13M 1112
2022
Q4
$1.13M Sell
36,367
-8,682
-19% -$270K 0.01% 822
2022
Q3
$1.1M Sell
45,049
-71,441
-61% -$1.74M 0.01% 896
2022
Q2
$2.93M Buy
+116,490
New +$2.93M 0.01% 815