Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-37,727
Closed -$342K 69
2022
Q4
$342K Sell
37,727
-104,008
-73% -$943K 0.1% 165
2022
Q3
$1.06M Buy
+141,735
New +$1.06M 0.29% 76