Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-55,995
Closed -$627K 72
2022
Q4
$627K Buy
55,995
+35,270
+170% +$395K 0.4% 55
2022
Q3
$259K Buy
+20,725
New +$259K 0.17% 61