Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-184,634
Closed -$1.56M 1173
2022
Q4
$1.56M Sell
184,634
-58,701
-24% -$495K 0.01% 799
2022
Q3
$2.21M Buy
243,335
+176,882
+266% +$1.61M 0.01% 825
2022
Q2
$517K Buy
+66,453
New +$517K ﹤0.01% 1029