Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-24,262
Closed -$1.1M 164
2022
Q4
$1.1M Buy
24,262
+7,830
+48% +$357K 0.31% 65
2022
Q3
$578K Buy
+16,432
New +$578K 0.16% 127